Senior Financial Advisor

Why Work at Modera Wealth

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 Sr. Financial Advisor in Lehigh Valley, PA that will be responsible for managing select client relationships while collaborating with and supporting colleagues who oversee additional client relationships.

• Lead and support client relationships
  • Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.
  • Administer and coordinate ongoing client needs, including responding to inquiries, completing research and tasks, taking meeting and call notes, and communicating with team members.
  • Collaborate with the investment team to provide input on client‑specific circumstances, manage tax‑loss harvesting, and oversee client portfolios.
• Build deep client relationships and coordinate implementation and ongoing management of financial plans.
• Act as a leader, facilitating communication and cooperation among departments and team members.
• Lead client meetings with relevant team members.
• Foster new business development opportunities to help the firm grow.
• Mentor and coach other team members to encourage teamwork and professional development.
• Maintain relationships with 60‑100 client families, each with wide‑ranging needs and preferences.
• Be well‑organized, have scrupulous attention to detail, reliably follow through on short‑term and long‑term planning items, and multitask effectively without losing focus.

• 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.

• Bachelor's Degree
• CFP or CFA certification
• Minimum of 7‑10 years of experience in a wealth management‑related or financial services field
• Coaching and/or leadership experience with a team of advisors is desirable.

• Proven analytical and problem‑solving skills
• Proficient at analyzing client financial priorities, preparing recommendations, and delivering advice
• Thorough understanding of investment concepts; comfortable communicating investment strategies
• Highly proficient in financial planning software and general computer software, including Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm and with clients
• Adaptability and flexibility; able to work under pressure and during busy periods to meet client needs
• Personable, warm, engaging; client‑first attitude
• Occasional travel may be required.

• Competitive base salary
• Performance‑based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and…