Planning Associate

Job Overview We are looking for a Planning Associate who will support our lead advisors in our Wayne, PA office. Responsibilities Supporting Lead Advisors in all aspects of delivering excellent client service in a wide range of client activities, including onboarding of new assets Completing work that is accurate on a timely basis, juggling multiple projects while documenting progress so that other team members are informed Assisting with preparation for client meetings Preparing client Investment Policy Statements and asset allocation reports Communicating with clients, as well as their accountants and attorneys, verbally and in writing Attending client meetings and assisting with documentation and follow up actions Maintaining a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings Preparing for and passing the FINRA Series 65 within the mandated company timeline Duties and responsibilities over time Conducting in-depth client interviews to gather personal financial data and to formulate planning goals Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding Assisting clients with the implementation of their financial plans Participating in client meetings to support the primary relationship manager Reviewing and interpreting investment allocation trading reports Collaborating with the client service team to facilitate and monitor client service activities Occasional travel may be required What are we looking for? Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships – supportive and authentic with mutual respect for colleagues Qualifications Minimum: Bachelor’s Degree 0-3 years of financial planning experience desirable or equivalent financial planning coursework Ability to obtain FINRA Series 65 required during first twelve months Team player, able to work well with all levels of the firm, and pitch in wherever needed Skills and Competencies Proven analytical and problem-solving skills Working knowledge of planning strategies and solutions Highly proficient in the Microsoft Office Suite Excellent written and verbal communication skills Team player, able to work well with all levels of the firm, and pitch in wherever needed Benefits Performance-based bonus Safe Harbor 401(k) plan Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance Paid vacation Opportunities for professional growth and continuing education Partial remote work Salary range: $60,000-85,000 annually, non-exempt Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process. #J-18808-Ljbffr Modera Wealth Management