Job responsibilities include but are not limited to. Conducting in-depth client interviews to gather personal financial data and to formulate planning goals. Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding. Assisting clients with the implementation of their financial plans. Participating in client meetings to su...
About Modera Wealth Management. Modera 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 a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera's core values. Confident Humil...
