Financial Advisor

The role

The Financial Advisor will develop and deepen relationships with an established client base. This role involves creating customized financial plans and managing investment activities.

What you will do

• Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.
• Build deep relationships with clients.
• Communicate with clients on the implementation of financial plans.
• Illustrate the potential impact of various scenarios and update them based on key events.
• Lead regular client review meetings.
• Collaborate with investment team and other internal specialists.
• Manage rebalancing activities, such as investment changes and tax-loss harvesting.
• Drive organic growth through client referrals and new business development opportunities.

Required qualifications

• Bachelor’s Degree
• CFP certification
• Minimum 5-7 years of experience in a wealth management related or financial services field
• Minimum 3-5 years of financial planning experience
• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Actively engages as a team member
• Adaptability and flexibility
• Client first attitude
• Occasional travel may be required

Benefits

• 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
• Partial remote work

About the company

Modera Wealth Management is an independent, fee-only firm that provides comprehensive financial planning and intelligent investment management. It has more than 200 employees in 19 offices along the East Coast.