Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview: We are looking for a Planning Associate that will be responsible for supporting our lead advisors in our Plantation, FL 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 Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings Prepare for and pass the FINRA Series 65 within the mandated company timeline.

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? We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions.

decisions.

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