Teams at Modera Wealth Management

Manage client relationships, develop customized financial plans, facilitate communication among team members, mentor junior advisors, and foster new business opportunities.

The Advisory Manager leads a team of financial planning associates in delivering client support, ensuring compliance, and enhancing team development through mentorship and performance monitoring.

The Advisory Manager will lead a team of financial planning associates, ensuring quality service delivery to clients while managing team performance and compliance standards. Responsibilities include mentorship, progress monitoring, and collaboration with HR for career development.