7-10 years of experience in wealth management or financial services
Desirable coaching or leadership experience in an advisory team
Proficiency in financial planning software and Microsoft Office Suite
Responsibilities
Lead select client relationships while supporting colleagues
Develop comprehensive financial plans addressing various financial strategies
Coordinate ongoing client relationship needs and respond to inquiries
Collaborate with the investment team on client-specific cash flow needs
Foster new business development opportunities for firm growth
Mentor team members to encourage professional development
Manage relationships with 60-100 diverse client families
Benefits
Competitive salary
Performance-based bonuses
Safe Harbor 401(k) plan
Medical, Dental, and Vision insurance
Generous PTO policies
Opportunities for professional growth and continuing education
Partial remote work available
Full Job Description
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
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
As a leader of client relationships:
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)
At all times:
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
Additional projects and duties as needed
What 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 optimism
Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
Trusted Relationships - supportive and authentic with mutual respect for colleagues
Qualifications:
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
Skills and Competencies:
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
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
Salary range for this role is $150,000-175,000 and supplemented by robust, performance-linked incentive programs tied directly to client acquisition and book growth
Pay 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
