Modera Wealth Management · 3 days ago
Senior Financial Advisor
Allentown, PA
Full-time
Hybrid
Senior Level
$150K/yr - $175K/yr
7+ years expModera Wealth Management is an independent, fee-only firm committed to making a positive impact on clients through comprehensive financial planning. They are seeking a Senior Financial Advisor in Allentown, PA, responsible for managing client relationships and collaborating with colleagues to deliver tailored financial solutions.
ConsultingFinanceFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
The Sr. Financial Advisor position is a role that requires leadership of some client relationships and the support of colleagues who are leading other 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 the ongoing needs of client relationships. Specific responsibilities include responding to client inquires, completion of research and tasks, taking of meeting and call notes, and communicating with team members
Collaborate with investment team to provide input on client specific circumstance as cash-flow needs and manage client portfolios tax-loss harvesting
Build deep relationships with clients, while coordinating the implementation and ongoing management of their financial plans
Act as a leader; facilitating communication and cooperation amongst departments and team members
Lead client meetings with relevant team member(s)
Foster new business development opportunities to help the firm grow
Act as a team leader; mentor and coach other team members to encourage teamwork and professional development
Can maintain relationships with 60-100 client families each with wide ranging needs and preferences
Be well-organized and have a scrupulous attention to detail
Reliably follows through with agreed upon short-term and long-term planning items
Be able to multitask and keep many balls in the air
Qualification
Required
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
Proven analytical and problem-solving skills
Proficient with analyzing client financial priorities, preparing client recommendations and delivering advice
Thorough understanding of investment concepts; comfortable communicating investment strategies
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Team player, able to work well with all levels of the firm, as well as with clients
Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet client needs
Personable, warm, engaging; Client first attitude
Occasional travel may be required
Preferred
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
Company
Modera Wealth Management
Modera specializes in providing wealth management and portfolio management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$45MKey Investors
Cambridge Savings Bank
2024-02-22Debt Financing· $45M
Leadership Team
Tom Orecchio
Chief Executive Officer
Laurie Vitali
Principal & Chief People Officer/CHRO
Recent News
2025-05-27
Company data provided by crunchbase