Modera Wealth Management is an independent, fee-only firm committed to providing personalized financial planning and investment management. They are seeking a Planning Associate to support lead advisors in delivering excellent client service, preparing financial plans, and assisting in client meetings.
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
- Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings
- 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
Skills
- Bachelor's Degree
- 0-3 years of financial planning experience desirable or equivalent financial planning coursework
- Obtainment of FINRA Series 65 required during first twelve months; registration handled by Modera's compliance department
- Team player, able to work well with all levels of the firm, and pitch in wherever needed
- 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
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
Company Overview
Modera specializes in providing wealth management and portfolio management services. It was founded in 1983, and is headquartered in Westwood, New Jersey, USA, with a workforce of 51-200 employees. Its website is http://moderawealth.com/.