Advisory Manager

Please Note:
We have ONE opening for an Advisory Manager that can be based in one of our many office locations:
Charlotte, NC - Atlanta, GA - Boston, MA - Westwood, NY - Wayne, NJ - New York, NY - Annapolis, MD - McLean, VA

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 an Advisory Manager that will be responsible for leading a team of financial planning associates to deliver high-quality support to our advisors. This role balances direct client service with team management, including performance monitoring, and ensuring adherence to firm compliance and planning standards.

• Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors
• Monitor the quality and accuracy of planning work; enforce best practices, templates, and review protocols established by the Planning Associate Team Lead
• Provide hands‑on mentorship, coaching, and ongoing feedback to Planning Associates
• Address day‑to‑day personnel needs, including scheduling, workload balancing, and performance‑related concerns with the support of the Planning Associate Team Leader
• Assist in communicating departmental goals and expectations, guide team members in their execution
• Conduct regular one‑on‑one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities
• Monitor progress toward team and individual SMART goals, offering course correction and support as needed
• Conduct annual performance reviews and contribute to ongoing evaluation of team members’ development
• Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team
• Stay current on financial planning tools, technologies, and methodology to ensure planners are equipped with the resources they need
• Support team culture, morale, and cross‑office collaboration
• Occasional travel may be required

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• 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 5-8 years of experience in a wealth management‑related or financial services field
• Prior leadership or supervisory experience preferred
• Excellent communication, coaching, and conflict resolution skills
• Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example

• Proven analytical and problem‑solving skills
• Interpersonal skills and a willingness to make decisions using sound and accurate judgement
• Highly proficient in the Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm, and pitch in wherever needed
• Performance‑based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, Flex‑Spending Account, Long‑Term and Short‑Term Disability and…