{"id":2869606,"url":"https://alion.io/job/modera-wealth-management-senior-planning-associate","title":"Senior Planning Associate","company":{"id":2032936,"name":"Modera Wealth Management","domain":"moderawealth.com","url":"https://alion.io/company/moderawealth","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Inverness, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":105000,"currency":"USD","period":"year","gross":null,"usd_annual":105000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-04-06T13:30:02Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-20T11:29:10Z","board_verified":true,"closed_at":null,"days_open":197,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":196},"description":"**Relocation offered for this role**\nWhy work at Modera Wealth?\nModera 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.\nSince 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.\nJob Overview:\nWe are looking for a Senior Planning Associate in Inverness, FL that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office. \nResponsibilities:\nConduct in-depth client interviews to gather personal financial data and to formulate planning goals\nDevelop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding\nAssist clients with the implementation of their financial plans\nParticipate in client meetings to support the primary relationship manager\nReview and interpret investment allocation trading reports\nCollaborate with the client service team to facilitate and monitor client service activities\nResearch financial planning strategies and potential tax law changes\nAssist with projects and support wealth management team, including onboarding of new wealth management staff\nAdditional projects and duties as needed\nWhat are we looking for?\nWe want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:\nConfident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism\nContagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others\nTrusted Relationships - supportive and authentic with mutual respect for colleagues\nQualifications:\nBachelor’s Degree required\n2+ years of financial planning experience, or other related financial services industry experience\nFINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire\nMinimum 3-5 years of financial planning experience\nSkills and Competencies:\nProven analytical and problem-solving skills\nDetail-oriented with a focus on accuracy\nHighly proficient in financial planning software and computer software, including the Microsoft Office Suite\nExcellent written and verbal communication skills\nActively engages as a team member\nAdaptability and flexibility\nClient first attitude\nOccasional travel may be required\nBenefits:\nCompetitive based salary\nPerformance based bonus\nSafe Harbor 401(k) plan\nMedical, Dental, Vision, and more\nGenerous PTO and leave policies\nOpportunities for professional growth and continuing education\nPartial remote work\nSalary range: $85,000-105,000. This is an exempt role.\nPay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.\nModera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.\nWe value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.\nNo phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.\nModera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.\nFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.","description_format":"text","description_chars":5326,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Performance based bonus","Retirement plans"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":true,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-19T19:02:38Z"}],"visa":[],"liveness":{"score":7,"band":"cold","label":"Long shot","p_open":1,"p_active":0.236,"p_room":0.28,"age_days":196,"expected_fill_days":30,"reasons":["conf:3","win:tail","crowd:"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":105000,"is_top_pay":false},"html_url":"https://alion.io/job/modera-wealth-management-senior-planning-associate","json_url":"https://alion.io/job/modera-wealth-management-senior-planning-associate.json","meta":{"generated_at":"2026-10-20T13:54:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15484,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2032936},"rest":"https://alion.io/mcp/rest/get_company?id=2032936"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmodera-wealth-management-senior-planning-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmodera-wealth-management-senior-planning-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmodera-wealth-management-senior-planning-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/modera-wealth-management-senior-planning-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmodera-wealth-management-senior-planning-associate"}]}