Financial Advisor

Financial AdvisorWestwood, MAModera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.Job Overview:We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.Responsibilities: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, including communicating with clients on the implementation of financial plans, illustrating the potential impact of various scenarios and updating those based on key events in the life.Lead regular client review meetings, proactively identifying opportunitiesCollaborate with investment team and other internal specialists to ensure holistic wealth strategiesManage rebalancing activities, such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.Drive organic growth through client referrals and new business development opportunitiesWhat Are We Looking For?We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimismContagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires othersTrusted Relationships – supportive and authentic with mutual respect for colleaguesQualifications:Bachelor's Degree requiredCFP certificationMinimum 5-7 years of experience in a wealth management related or financial services fieldMinimum 3-5 years of financial planning experienceSkills and Competencies:Proven analytical and problem-solving skillsWorking knowledge of planning strategies and solutionsHighly proficient in financial planning software and computer software, including the Microsoft Office SuiteExcellent written and verbal communication skillsActively engages as a team memberAdaptability and flexibilityClient first attitudeOccasional travel may be requiredBenefits:Competitive based salaryPerformance based bonusSafe Harbor 401(k) planMedical, Dental, Vision, and moreGenerous PTO and leave policiesOpportunities for professional growth and continuing educationPartial remote workSalary range $150,000-170,000; exempt, plus bonusesPay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.