About this role
Senior Planning Associate at Modera Wealth Management. Location: Wayne, Pennsylvania, United States. Role: conducting interviews, developing plans, implementing plans Requirements: Bachelor's degree required; minimum 3+ years financial planning or related experience; Series 65 or ability to obtain within 12 months; proficiency with financial planning software and Microsoft Office; strong analytical and communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Suite Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English