Planning Associate Focused
Remote / Online - Candidates ideally in
Westwood, Bergen County, New Jersey, 07675, USA
Listed on 2026-03-12
Westwood, Bergen County, New Jersey, 07675, USA
Listing for:
Modera Wealth Management
Full Time, Remote/Work from Home
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A dynamic financial advisory firm in Westwood, NJ is seeking a Planning Associate to support lead advisors in delivering exceptional client service. This role includes assisting with client meetings, preparing Investment Policy Statements, and collaborating with team members to ensure effective client management. Ideal candidates will possess a Bachelor's Degree and have strong problem-solving skills, with a pathway to obtain financial qualifications.
A blend of professionalism and teamwork is essential in this fast-growing firm providing ample career development opportunities.
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Position Requirements
10+ Years
work experience
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