Wealth Manager

Comprehensive wealth management firm with offices in Atlanta, Boston, Florida, and Northern NJ seeks a Wealth Manager to join its team.

Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management.

Modera has been featured in Inc.

Magazine as one of America’s fastest growing private companies for three years (2012, 2013 and 2015).

The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service.

This is a full-time position for our Boston office which is in the heart of Boston’s dynamic Back Bay district, conveniently located near the subway lines, commuter rail and major bus routes.

Job responsibilities include but are not limited to:

• Manage the firm’s relationship with designated clients as part of a wealth management team to provide financial planning and investment management services.
• Develop comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation and risk management.
• Work with existing and new clients on the implementation of their financial plans.
• Conduct in-depth client interviews to gather personal financial data and to formulate planning goals.
• Serve as a knowledge resource for clients and team members through continued development of expertise in specific wealth management areas.
• Develop new business to help the firm grow.
• Limited travel to meet with clients and attend conferences.

Qualifications for this position:

• CFP ® certification or equivalent
• Minimum of 10 years of professional experience in a wealth management-related or financial services field
• Detail oriented with the ability to develop and integrate financial and investment strategies for high-net worth individuals.
• Proven analytical and problem-solving skills
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm, as well as with clients

What we offer:

• Competitive salary commensurate with experience
• Performance-based bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Flex-Spending Account, Long-Term Disability and Life insurance
• Paid vacation along with summer holidays.
• Opportunities for professional growth and continuing education

Would you like to find a local financial planner to help you?