Senior Financial Advisor

Modera Wealth Management, LLC; Allentown (Lehigh County); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Safe Harbor 401(k) plan

Medical, Dental, Vision, and more

Generous PTO and leave policies

Opportunities for professional growth

Job summary

Modera Wealth Management, LLC is seeking a Sr. Financial Advisor in Allentown, PA to manage select client relationships and support colleagues who oversee others.

The role emphasizes leadership of client relationships, collaboration with the investment team, and development of comprehensive financial plans. You will build deep client relationships, mentor teammates, and drive new business opportunities while meeting client needs and maintaining high professional standards.

Qualifications

• Bachelor’s degree required.
• CFP or CFA certification required.
• 7–10 years of experience in wealth management or financial services.
• Coaching/leadership experience with a team of advisors desirable.

Responsibilities

• Lead and support client relationships, collaborating with colleagues who oversee other clients.
• Develop customized comprehensive financial plans addressing cash flow, taxes, investments, retirement, estate planning, executive compensation, and risk management.
• Coordinate ongoing client needs, respond to inquiries, perform research, take meeting notes, and communicate with team members.
• Collaborate with the investment team to provide input on client circumstances and tax-loss harvesting.

Skills

Coaching/leadership

Analytical skills

Communication skills

Financial planning software

Education

Bachelor’s Degree

CFP or CFA certification

Tools

Microsoft Office Suite

Job description

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 fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Sr. Financial Advisor inAllentown, PA that will be responsible for managing select client relationships while collaborating with and supporting colleagues who oversee additional client relationships.

Responsibilities:

• The Sr. Financial Advisor position is a role that requires leadership of some client relationships and the support of colleagues who are leading other client relationships
• When supporting colleagues who are leading other client relationships
  • Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management
  • Administer and coordinate the ongoing needs of client relationships. Specific responsibilities include responding to client inquires, completion of research and tasks, taking of meeting and call notes, and communicating with team members
  • Collaborate with investment team to provide input on client specific circumstance as cash-flow needs and manage client portfolios tax-loss harvesting
• As a leader of client relationships
  • Build deep relationships with clients, while coordinating the implementation and ongoing management of their financial plans
  • Act as a leader; facilitating communication and cooperation amongst departments and team members
  • Lead client meetings with relevant team member(s)
• At all times
  • Foster new business development opportunities to help the firm grow
  • Act as a team leader; mentor and coach other team members to encourage teamwork and professional development
  • Can maintain relationships with 60-100 client families each with wide ranging needs and preferences
  • Be well-organized and have a scrupulous attention to detail
  • Reliably follows through with agreed upon short-term and long-term planning items
  • Be able to multitask and keep many balls in the air
  • Additional projects and duties as needed

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

• Bachelor’s Degree
• CFP or CFA certification
• Minimum of 7-10 years of experience in a wealth management-related or financial services field
• Coaching and/or leadership experience with a team of advisors is desirable

Skills and Competencies:

• Coaching and/or leadership experience with a team of advisors is desirable
• Proven analytical and problem-solving skills
• Proficient with analyzing client financial priorities, preparing client recommendations and delivering advice
• Thorough understanding of investment concepts; comfortable communicating investment strategies
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm, as well as with clients
• Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet client needs
• Personable, warm, engaging; Client first attitude
• Occasional travel may be required
• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Salary range for this role is $150,000-175,000 and supplemented by robust, performance-linked incentive programs tied directly to client acquisition and book growth
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com .

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.