At a Glance
- Tasks: Support clients in financial planning and develop comprehensive strategies for their financial goals.
- Company: Join Modera Wealth Management, a supportive and inclusive team in Inverness, FL.
- Benefits: Enjoy competitive salary, generous PTO, and opportunities for professional growth.
- Other info: Hybrid role with a focus on teamwork and continuous learning.
- Why this job: Make a real impact on clients' financial futures while working in a dynamic environment.
- Qualifications: Bachelor’s degree and 2+ years of financial planning experience required.
The predicted salary is between 85000 - 105000 £ per year.
We 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.
Responsibilities
- Conduct in-depth client interviews to gather personal financial data and to formulate planning goals
- Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
- Assist clients with the implementation of their financial plans
- Participate in client meetings to support the primary relationship manager
- Review and interpret investment allocation trading reports
- Collaborate with the client service team to facilitate and monitor client service activities
- Research financial planning strategies and potential tax law changes
- Assist with projects and support wealth management team, including onboarding of new wealth management staff
What are we looking for?
- Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
- Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships – supportive and authentic with mutual respect for colleagues
Qualifications
- Bachelor’s Degree required
- 2+ years of financial planning experience, or other related financial services industry experience
- FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
- Minimum 3-5 years of financial planning experience
Skills and Competencies
- Proven analytical and problem-solving skills
- Detail-oriented with a focus on accuracy
- Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
- Excellent written and verbal communication skills
- Actively engages as a team member
- Adaptability and flexibility
- Client first attitude
- Occasional travel may be required
Benefits
- Competitive based salary
- Performance based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, and more
- Generous PTO and leave policies
- Opportunities for professional growth and continuing education
- Partial remote work
Salary range: $85,000-105,000. This is an exempt role. Pay 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.
Modera 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.
Senior Planning Associate in Inverness employer: Dormont Manufacturing Co
Modera Wealth Management, LLC is an exceptional employer located in Inverness, FL, offering a hybrid work environment that promotes a healthy work-life balance. With a strong focus on professional growth and a supportive team culture, employees benefit from competitive salaries, performance-based bonuses, and comprehensive health plans, all while being part of a collaborative atmosphere that values continuous learning and trusted relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Planning Associate in Inverness
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dormont Manufacturing Co. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Planning Associate in Inverness
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dormont Manufacturing Co.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dormont Manufacturing Co's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dormont Manufacturing Co
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dormont Manufacturing Co.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dormont Manufacturing Co will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dormont Manufacturing Co employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
