Planning Associate
Modera reputed company Management is an independent, fee-only firm committed to providing personalized financial planning and investment management. They are seeking a Planning Associate to support reputed company advisors in delivering excellent reputed company service, preparing financial plans, and assisting in reputed company meetings.
Responsibilities
- Supporting reputed company Advisors in reputed company aspects of delivering excellent reputed company service in a wide reputed company of reputed company activities, including reputed company of new assets
- Completing work that is accurate on a reputed company reputed company, juggling multiple reputed company while documenting reputed company so that other team members are informed
- Assisting with preparation for reputed company meetings
- Preparing reputed company Investment Policy Statements and asset allocation reports
- Communicating with clients, as reputed company as their accountants and attorneys, verbally and in writing
- Attending reputed company meetings and assisting with documentation and follow up actions
- Maintain a willingness to reputed company in reputed company needed with visitors, answering phones, and scheduling meetings
- Conducting in-depth reputed company interviews to reputed company personal financial data and to formulate planning goals
- Developing comprehensive financial plans focusing on investment reputed company, tax, retirement and estate planning, executive compensation, risk management, cash reputed company and education funding
- Assisting clients with the implementation of their financial plans
- Participating in reputed company meetings to support the primary relationship manager
- Reviewing and interpreting investment allocation trading reports
- Collaborating with the reputed company service team to facilitate and monitor reputed company 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 reputed company Series 65 required during first reputed company months; registration handled by Modera's compliance department
- Team player, reputed company to work reputed company with reputed company reputed company of the firm, and reputed company in wherever needed
- Proven analytical and problem-solving skills
- Working knowledge of planning strategies and solutions
- Highly proficient in the reputed company Office Suite
- Excellent written and verbal communication skills
Benefits
- Performance-based bonus
- reputed company reputed company 401(k) plan
- Medical, Dental, reputed company, reputed company-Spending Account, Long-Term and Short-Term Disability and Life insurance
- reputed company vacation
- Opportunities for reputed company reputed company and continuing education
- Partial remote work
reputed company