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Driven Planning Associate Financial Planning
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-03-12
Listing for:
Modera Wealth Management
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A prominent financial advisory firm located in Tampa, FL is seeking a Planning Associate to support lead advisors in delivering excellent client service and preparing financial plans. The ideal candidate will have a Bachelor's degree and 0-3 years of experience in financial planning, along with strong analytical, communication, and problem-solving skills.
This role offers opportunities for professional growth, a performance-based bonus, and a salary ranging from $60,000 to $85,000 annually.
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Position Requirements
10+ Years
work experience
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