Financial Advisor

Modera Wealth Management•Westwood, MA

11d•$150,000 - $170,000•Hybrid

About The Position

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. We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.

Requirements

Bachelor’s Degree required
CFP certification
Minimum 5-7 years of experience in a wealth management related or financial services field
Minimum 3-5 years of financial planning experience
Proven analytical and problem-solving skills
Working knowledge of planning strategies and solutions
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Actively engages as a team member
Adaptability and flexibility
Client first attitude

Nice To Haves

Occasional travel may be required

Responsibilities

Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.
Build deep relationships with clients, including communicating with clients on the implementation of financial plans, illustrating the potential impact of various scenarios and updating those based on key events in the life.
Lead regular client review meetings, proactively identifying opportunities
Collaborate with investment team and other internal specialists to ensure holistic wealth strategies
Manage rebalancing activities, such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
Drive organic growth through client referrals and new business development opportunities