Senior Financial Advisor

Modera Wealth Management; Valley (AL); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Performance-based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision benefits

Generous PTO policies

Opportunities for professional growth

Job summary

Modera Wealth Management is seeking a Sr. Financial Advisor located in Lehigh Valley, PA. The role requires managing select client relationships, collaborating with colleagues, and developing comprehensive financial plans focused on various aspects such as investment strategies and estate planning.

The ideal candidate will have at least 7-10 years of experience in wealth management, along with strong leadership and communication skills. This position offers a competitive salary range of $150,000-$175,000 plus performance-based bonuses.

Qualifications

• 7-10 years of experience in wealth management or financial services.
• Coaching or leadership experience with a team of advisors is desirable.

Responsibilities

• Lead and support client relationships.
• Develop comprehensive financial plans.
• Collaborate with the investment team on client circumstances.
• Mentor and coach team members.

Skills

Analytical skills

Client relationship management

Financial planning software proficiency

Communication skills

Leadership experience

Education

Bachelor's Degree

CFP or CFA certification

Tools

Microsoft Office Suite

Job description

Why Work at Modera Wealth

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 in Lehigh Valley, PA that will be responsible for managing select client relationships while collaborating with and supporting colleagues who oversee additional client relationships.

Responsibilities

• Lead and support 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 ongoing client needs, including responding to inquiries, completing research and tasks, taking meeting and call notes, and communicating with team members.
  • Collaborate with the investment team to provide input on client‑specific circumstances, manage tax‑loss harvesting, and oversee client portfolios.
• Build deep client relationships and coordinate implementation and ongoing management of financial plans.
• Act as a leader, facilitating communication and cooperation among departments and team members.
• Lead client meetings with relevant team members.
• Foster new business development opportunities to help the firm grow.
• Mentor and coach other team members to encourage teamwork and professional development.
• Maintain relationships with 60‑100 client families, each with wide‑ranging needs and preferences.
• Be well‑organized, have scrupulous attention to detail, reliably follow through on short‑term and long‑term planning items, and multitask effectively without losing focus.

What are we looking for?

• 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

• Proven analytical and problem‑solving skills
• Proficient at analyzing client financial priorities, preparing recommendations, and delivering advice
• Thorough understanding of investment concepts; comfortable communicating investment strategies
• Highly proficient in financial planning software and general computer software, including Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm and with clients
• Adaptability and flexibility; able to work under pressure and during busy periods to meet client needs
• Personable, warm, engaging; client‑first attitude
• Occasional travel may be required.

Benefits

• Competitive base 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
• Partial remote work
• 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 provided as a point of market reference for compensation decisions. Other factors that 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.