Financial Advisor at Modera Wealth Management in Westwood, MA

Job description

• We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.
• 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

Responsibilities

• 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 financial plans, illustrating the potential impact of various scenarios and updating those based on key events in the life.
• Lead regular client review meetings, proactively identifying opportunities
• Collaborate with investment team and other internal specialists to ensure holistic wealth strategies
• Manage rebalancing activities, such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
• Drive organic growth through client referrals and new business development opportunities

Requirements

• Bachelor’s Degree required
• CFP certification
• Minimum 5-7 years of experience in a wealth management related or financial services field
• Minimum 3-5 years of financial planning experience
• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Actively engages as a team member
• Adaptability and flexibility
• Client first attitude
• Occasional travel may be required

Skills

Required

• CFP certification
• Actively engages as a team member
• Adaptability and flexibility
• Client first attitude

Benefits

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.