Senior Financial Advisor

Senior Financial AdvisorAllentown, PAModera 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 Sr. Financial Advisor in Allentown, PA that will be responsible for managing select client relationships while collaborating with and supporting colleagues who oversee additional client relationships.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.When supporting 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 managementAdminister 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 membersCollaborate with investment team to provide input on client specific circumstance as cash-flow needs and manage client portfolios tax-loss harvestingAs a leader of client relationships: Build deep relationships with clients, while coordinating the implementation and ongoing management of their financial plansAct as a leader; facilitating communication and cooperation amongst departments and team membersLead client meetings with relevant team member(s)At all times: Foster new business development opportunities to help the firm growAct as a team leader; mentor and coach other team members to encourage teamwork and professional developmentCan maintain relationships with 60-100 client families each with wide ranging needs and preferencesBe well-organized and have a scrupulous attention to detailReliably follows through with agreed upon short-term and long-term planning itemsBe able to multitask and keep many balls in the airWhat 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 DegreeCFP or CFA certificationMinimum of 7-10 years of experience in a wealth management-related or financial services fieldCoaching and/or leadership experience with a team of advisors is desirableSkills and Competencies:Proven analytical and problem-solving skillsProficient with analyzing client financial priorities, preparing client recommendations and delivering adviceThorough understanding of investment concepts; comfortable communicating investment strategiesHighly proficient in financial planning software and computer software, including the Microsoft Office SuiteExcellent written and verbal communication skillsTeam player, able to work well with all levels of the firm, as well as with clientsAdaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet client needsPersonable, warm, engaging; Client 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 for this role is $150,000-175,000 and supplemented by robust, performance-linked incentive programs tied directly to client acquisition and book growthPay 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 roleModera 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.