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Develop comprehensive financial plans covering cash flow, tax, investments, retirement, estate planning, executive compensation, and risk management. Build and maintain strong client relationships, lead review meetings, explain planning scenarios, and update strategies after major life events. Collaborate with investment specialists, manage portfolio rebalancing and tax-loss harvesting, and support organic growth through referrals and business development.

Supports Modera Wealth Management’s inorganic growth strategy by evaluating acquisitions, partnerships, and strategic opportunities. Responsibilities include financial modeling, valuation, due diligence coordination, transaction execution, executive presentations, pipeline reporting, sourcing support, and integration planning. The associate synthesizes quantitative and qualitative findings into recommendations for leadership, manages transaction timelines, and improves corporate development processes and tools.

Support lead advisors with client onboarding, meeting preparation, Investment Policy Statements, asset allocation reports, and client communications. Assist in developing and implementing comprehensive financial plans (investments, tax, retirement, estate, risk, cash flow). Prepare for FINRA Series 65; occasional travel may be required.

Support advisors through all phases of the client relationship: conduct in-depth client interviews, develop and implement comprehensive financial plans (investments, tax, retirement, estate, executive comp, risk, cash flow, education), participate in client meetings, review investment allocation reports, collaborate with client service teams, research planning strategies and tax law changes, and assist with team projects and onboarding.

Lead preparation and final review of complex individual, fiduciary, partnership, and corporate tax returns. Provide tax advisory to high-net-worth clients, integrate tax planning with wealth strategies, mentor tax staff, coordinate with investment and compliance teams, and ensure accuracy and regulatory compliance. Support tax projections, tax-loss harvesting analysis, and firm communications.

Lead FP&A activities including data gathering, financial modeling, forecasting, scenario analysis, and business case development. Support budgeting and performance reviews, produce leadership presentations, identify trends/risks, streamline reporting, and supervise one Junior Analyst while collaborating cross-functionally to inform strategic decisions.

Provide front-office administrative support for the wealth management team: manage calendars and phone/visitor interactions, schedule appointments, handle mailings, scan/file documents, track client tasks and workflows, maintain office supplies and appearance, assist client events, and preserve client confidentiality while delivering professional communication.

Lead and review complex individual, fiduciary, partnership, and corporate tax returns; advise high-net-worth clients and financial advisors on tax planning, projections, and tax-efficient investment strategies; mentor tax staff and ensure compliance and accuracy of tax filings.

The Senior Planning Associate supports advisors by gathering client financial data, developing comprehensive financial plans, assisting in plan implementation, and collaborating with the client service team, along with conducting research and supporting new staff onboarding.

Support advisors across the client lifecycle by conducting in-depth client interviews, developing comprehensive financial plans (investments, tax, retirement, estate, compensation, risk, cash flow, education), assisting implementation, participating in meetings, reviewing allocation reports, researching planning strategies, and supporting onboarding and team projects.