Senior Financial Advisor

Modera Wealth Management Modera 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 Sr. Financial Advisor – Lehigh Valley, PA We are looking for a team leader who will manage select client relationships while supporting colleagues who oversee additional client relationships. Responsibilities Lead and support client relationships, building deep relationships and coordinating the implementation and ongoing management of financial plans. Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management. Administer and coordinate ongoing client needs, including responding to inquiries, completing research and tasks, taking meeting and call notes, and communicating with team members. Collaborate with the investment team to provide input on client‑specific circumstances and manage client portfolios, including tax‑loss harvesting. Lead client meetings with relevant team members and facilitate communication and cooperation among departments. Foster new business development opportunities to help the firm grow and serve as a team leader, mentoring and coaching other team members. Maintain relationships with 60–100 client families, ensuring organization, attention to detail, and reliable follow‑through on short‑term and long‑term planning items. Multitask effectively, handling multiple priorities and staying organized under pressure. Qualifications Bachelor’s Degree CFP or CFA certification Minimum 7–10 years of experience in wealth management or financial services Coaching and/or leadership experience with a team of advisors (desirable) Skills & Competencies Proven analytical and problem‑solving skills Proficient in analyzing client financial priorities, preparing recommendations, and delivering advice Thorough understanding of investment concepts and comfortable communicating strategies Highly proficient in financial planning software and MS Office Suite Excellent written and verbal communication skills Team player, able to work well with all levels of the firm and clients Adaptability and flexibility; ability to work under pressure and beyond standard hours when needed Personable, warm, engaging with a client‑first attitude Occasional travel may be required Compensation & Benefits Competitive base salary and performance‑based bonus Salary range: $150,000–$175,000, supplemented by performance‑linked incentive programs tied to client acquisition and book growth Safe Harbor 401(k) plan Medical, Dental, and Vision coverage Generous PTO and leave policies Opportunities for professional growth and continuing education Competitive total compensation package Equal Employment Opportunity 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. Privacy We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process. #J-18808-Ljbffr