Planning Associate

Job description

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 New York City, NY 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,...