About this role
Senior Planning Associate at Modera Wealth Management. Location: Westwood, Massachusetts, United States. Role: conducting interviews, developing plans, supporting advisors Requirements: Bachelor's degree, 3+ years financial planning or related experience, Series 65 or ability to obtain within 12 months, CFP education or eligibility, strong analytical and communication skills, Microsoft Office proficiency. Category: Finance Seniority: Mid Level Tools: Microsoft Office Suite Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English