Modera Wealth Management

Advisory Manager

New York, NY · Junior

Sponsorship not specified$100k-$145kDetected 37 days ago

LeadershipCommunicationCollaborationProblem SolvingMentoring

About the role

This role balances direct client service with team management, including performance monitoring, and ensuring adherence to firm compliance and planning standards.

enforce best practices, templates, and review protocols established by the Planning Associate Team Lead
Address day-to-day personnel needs, including scheduling, workload balancing, and performance-related concerns with the support of the Planning Associate Team Leader
Conduct regular one-on-one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities
Monitor progress toward team and individual SMART goals, offering course correction and support as needed
Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team
Support team culture, morale, and cross-office collaboration

Bachelor's Degree
Minimum of 5-8 years of experience in a wealth management-related or financial services field
Occasional travel may be required
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.
CFP or CFA certification
Excellent communication, coaching, and conflict resolution skills
Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example

Proven analytical and problem-solving skills
Interpersonal skills and a willingness to make decisions using sound and accurate judgement
Highly proficient in the Microsoft Office Suite
Excellent written and verbal communication skills
Team player, able to work well with all levels of the firm, and pitch in wherever needed

Pay ranges are job specific and are provided as a point of market reference for compensation decisions.
$100-145,000 annually
Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role
We value your privacy.
No phone calls.
All inquiries will be held in the strictest confidence.
Salary range: $100-145,000 annually

Performance-based bonus
Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
Opportunities for professional growth and continuing education
Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
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.

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

This listing is sourced directly from Modera Wealth Management's careers page and normalized into a canonical job model.