Senior Planning Associate is open at Modera Wealth Management in Inverness, FL. The posting gives a salary of $85K - $105K. Posted on Apr 6, 2026, and still on Modera Wealth Management’s careers page when we last checked, on Nov 14, 2026.
About the role
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…
The opening lines of the posting. The rest is on Modera Wealth Management’s careers page.
Hiring at Modera Wealth Management
Modera Wealth Management has 7 open roles right now. Most are in Finance & Trading, Operations and Marketing & Community. See all its roles
