Senior Financial Advisor

The role

The Senior Financial Advisor will manage select client relationships and support colleagues overseeing other client relationships. This role involves developing customized financial plans and leading client meetings.

What you will do

• Lead some client relationships and support colleagues leading others
• Develop customized comprehensive financial plans
• Administer and coordinate ongoing needs of client relationships
• Collaborate with investment team on client specific circumstances
• Build deep relationships with clients
• Facilitate communication and cooperation amongst departments and team members
• Lead client meetings
• Foster new business development opportunities
• Mentor and coach other team members
• Maintain relationships with 60-100 client families

Required qualifications

• Bachelor’s Degree
• CFP or CFA certification
• Minimum of 7-10 years of experience in a wealth management-related or financial services field
• Proven analytical and problem-solving skills
• Proficient with analyzing client financial priorities, preparing client recommendations and delivering advice
• Thorough understanding of investment concepts
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player
• Adaptability and flexibility
• Personable, warm, engaging

Nice to have

• Coaching and/or leadership experience with a team of advisors is desirable

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 manages more than $15B in assets for more than 6,000 individuals, families, and businesses. It has more than 200 employees in 19 offices along the East Coast.