Senior Planning Associate - Hybrid Wealth Planning Career
Modera Wealth Management
Modera Wealth Management is seeking a Senior Planning Associate in Westwood, MA. This hybrid role requires 3 days in the office and focuses on supporting advisors across client relationships, financial planning, and wealth management tasks. The ideal candidate has 3–5 years in financial planning, a Bachelor's degree, and certifications or eligibility (Series 65, CFP). Excellent communication, analytical skills, and teamwork are essential, with opportunities for professional growth and a #J-18808-Ljbffr Modera Wealth Management
Vacancy posted 1 day ago
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