This position presents a unique opportunity to develop financial planning and investment management knowledge as well as learn the operational requirements of delivering comprehensive wealth management services. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to partner.
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.
As a Planning Associate, you will assist the client service team with custodian procedures/transactions, while learning and applying all aspects of wealth management: investment management, tax planning, insurance analysis, estate planning, and retirement accumulation/decumulation strategies. You will prepare for, participate in, and follow up after meetings, helping with virtually all aspects of ongoing client service including proactive client outreach and responding to client inquiries.
No phone calls. Please direct your cover letter and resume to: Careers@ModeraWealth.com. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.rs/ria/2020