Advisory Manager: Lead Wealth Planning Team (Hybrid)

Modera Wealth Management

A financial advisory firm is seeking an Advisory Manager to lead a team of financial planning associates in delivering personalized service. The role involves mentoring staff, ensuring quality deliverables, and contributing to compliance standards. Ideal candidates should have a Bachelor's degree, CFP or CFA certification, and extensive experience in wealth management. This position allows for partial remote work, alongside competitive benefits including medical insurance and a performance-based bonus. #J-18808-Ljbffr

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Vacancy posted 2 days ago

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