Hybrid Senior Financial Planning Strategist
moderawealthmanagement
Modera Wealth Management, LLC in Atlanta, GA, seeks a Senior Planning Associate to support advisors through all phases of client relationships. This hybrid role requires three days in the office and a commitment to delivering comprehensive financial planning and investment guidance. The ideal candidate has 3–5 years in financial planning, a Bachelor's degree, and certification eligibility (CFP or FINRA Series 65) within 12 months; strong analytical, communication, and collaboration skills are #J-18808-Ljbffr moderawealthmanagement
Vacancy posted 1 day ago
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