Senior Wealth Advisor & Team Leader

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, 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.