Senior Financial Advisor
moderawealthmanagement · Allentown, PA
- Posted
- 27 days ago
- Last confirmed live
- 2 days ago
What this role involves
Modera Wealth Management is seeking a Senior Financial Advisor in Allentown, PA to manage client relationships and support colleagues. The role requires a CFP or CFA certification and 7-10 years of experience in wealth management or financial services. Responsibilities include developing financial plans, leading client meetings, and mentoring team members.
Skills this posting asks for
- financial planning
- investment management
- cash flow analysis
- tax planning
- retirement planning
- estate planning
- executive compensation
- risk management
- portfolio management
- tax-loss harvesting
- client relationship management
- leadership
- coaching
- mentoring
Requirements
- 7 years of experience
- Level: senior
- Remote policy: onsite
From the employer’s posting
Why work at Modera Wealth? 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…
Read the full description on moderawealthmanagement’s careers pageApply without filling the form
Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.
Other roles at moderawealthmanagement
- Financial AdvisorWestwood, MA
- Senior Tax ManagerAsheville, NC; Charlotte, NC; Atlanta, GA
- Senior Tax ManagerOradell, NJ
- FP&A ManagerBoston, MA