Senior Financial Planning Associate — Hybrid, Path
Job in
Inverness, Sunflower County, Mississippi, 38753, USA
Listed on 2026-06-18
Listing for:
Modera Wealth Management
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Location: Inverness
A prominent financial advisory firm is looking for a Senior Planning Associate in Inverness, FL. This hybrid role involves supporting advisors through all client relationship phases, requiring strong analytical skills and 2+ years in financial planning. Responsibilities include conducting client interviews, developing financial plans, and participating in meetings. The position offers a competitive salary ranging from $85,000 to $105,000, with opportunities for professional growth and strong company values.
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Position Requirements
10+ Years
work experience
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