Modera Wealth Management
Senior Financial Advisor
Lehigh Valley, PA · Senior
Sponsorship not specified$60k-$100kDetected 182 days ago
Business DevelopmentResearchLeadershipCommunicationProblem SolvingMentoringAdaptabilityMicrosoft OfficeCFA
About the role
- Financial Advisor in Lehigh Valley, 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
- Collaborate with investment team to provide input on client specific circumstance as cash-flow needs and manage client portfolios tax-loss harvesting
- Build deep relationships with clients, while coordinating the implementation and ongoing management of their financial plans
- Lead client meetings with relevant team member(s)
- Can maintain relationships with 60-100 client families each with wide ranging needs and preferences
- We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions.
Requirements
- Bachelor's Degree
- Minimum of 7-10 years of experience in a wealth management-related or financial services field
- Adaptability and flexibility are required
- ability to work under pressure and beyond standard hours during busy periods to meet client needs
- CFP or CFA certification
Skills
- 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
Compensation
- Competitive based salary
- 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
Benefits
- Performance based bonus
- Medical, Dental, Vision, and more
- Generous PTO and leave policies
- Opportunities for professional growth and continuing education
Company info
- 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
- We are looking for a Sr.
- We are looking for people who embody Modera's core values:
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