Please Note: We have ONE opening for a Financial Advisor that is based out of our Winston-Salem, NC office.
Job responsibilities include but are not limited to:
- 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 their financial plans, illustrating the potential impact of various plan scenarios and updating plans based on key events in their lives.
- Lead client meetings with relevant team member(s).
- Collaborate with investment team to manage client portfolios and provide research on investment products and economic trends.
- Manage rebalancing activities such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
- Oversee your client service team’s new client onboarding process and monitoring service requests.
- Foster new business development opportunities to help the firm grow.
- Engage in teamwork and teambuilding, including coaching and development of team members.
Qualifications for this position:
- CFP® certification.
- Minimum Bachelor’s Degree, MBA a plus.
- Minimum of 5-7 years of experience in a wealth management-related or financial services field.
- Minimum of 3-5 years of financial planning experience.
- Proven analytical and problem-solving skills.
- Highly proficient in financial planning software and computer software, including Microsoft Office.
- 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 you manage with team.
- Personable, warm, engaging; Client first attitude.
- Occasional travel may be required.
- Competitive salary commensurate with experience
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
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What We Do
Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind.
Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.
Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.
