About the Role
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
Company
Modera Wealth Management →Job Details
- Location
- Charlotte, NC
- Work Type
- On-site / Hybrid
- Posted
- 1 week ago