Senior Financial Advisor — Client Growth & Leadership

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

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.