About this role
Senior Planning Associate at Modera Wealth Management. Location: Inverness, Florida, United States. Role: Interviewing clients, Developing plans, Assisting clients Requirements: Bachelor’s degree required; 2+ years financial planning experience; FINRA Series 65 or qualified credential or ability to obtain within 12 months; 3-5 years financial planning experience. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning software, Microsoft Office Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English