Company · 6 open roles
Careers at Modera Wealth Management
Modera Wealth Management has 6 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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6 positions at Modera Wealth Management
Senior Planning Associate
Modera Wealth Management·Westwood, Massachusetts, United States
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 …
Client Service Specialist
Modera Wealth Management·Boston, Massachusetts, United States
Client Service Specialist at Modera Wealth Management. Location: Boston, Massachusetts, United States. Role: providing service, processing transfers, preparing reports Requirements: Associate's degree minimum, 3+ years experience in an RIA or financial services, intermediate cust…
Senior Planning Associate
Modera Wealth Management·Wayne, Pennsylvania, United States
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…
Client Service Specialist
Modera Wealth Management·McLean, Virginia, United States
Client Service Specialist at Modera Wealth Management. Location: McLean, Virginia, United States. Role: providing service, coordinating meetings, managing calendars Requirements: Associate’s Degree; 3+ years in an RIA or financial services; intermediate finance and custodian know…
Senior Planning Associate
Modera Wealth Management·Inverness, Florida, United States
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 crede…
Senior Financial Advisor
Modera Wealth Management·Allentown, Pennsylvania, United States
Senior Financial Advisor at Modera Wealth Management. Location: Allentown, Pennsylvania, United States. Role: leading meetings, coordinating plans, developing plans Requirements: Bachelor’s degree; CFP or CFA; 7-10 years in wealth management; leadership experience desirable. Cate…