Modera Wealth Management
Senior Planning Associate
Westwood, MA · Senior
Sponsorship not specified$85k-$105kDetected 13 days ago
ResearchCommunicationProblem SolvingAdaptabilityMicrosoft Office
About the role
- We are looking for a Senior Planning Associate in Westwood, MA that is responsible for supporting our advisors through all phases of the client relationship.
Responsibilities
- Participate in client meetings to support the primary relationship manager
- Collaborate with the client service team to facilitate and monitor client service activities
- Assist with projects and support wealth management team, including onboarding of new wealth management staff
- We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions.
Requirements
- Bachelor's Degree required
- 3-5 years of financial planning experience, or other related financial services industry experience
- FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
- CFP certification, or education completed in order to sit for test
Skills
- Proven analytical and problem-solving skills
- Detail-oriented with a focus on accuracy
- Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
- Excellent written and verbal communication skills
- Actively engages as a team member
- Adaptability and flexibility
- Client first attitude
- Occasional travel may be required
Compensation
- Pay ranges are job specific and are provided as a point of market reference for compensation decisions.
- $85,000-105,000.
- Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.
- Competitive based salary
- Salary range: $85,000-105,000.
Benefits
- Performance based bonus
- Medical, Dental, Vision, and more
- Generous PTO and leave policies
- Opportunities for professional growth and continuing education
Company info
- 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
- We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
- We are looking for people who embody Modera's core values:
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