Modera Wealth Management Jobs in United States

We are looking for a Financial Planning Manager that is responsible for supporting the implementation, maintenance, and ongoing improvement of the financial planning function across the firm. · We want a team player who can leverage the strength of the firm to deliver outstanding ...

Sr Financial Advisor · We are seeking a Senior Financial Advisor in Allentown PA who will lead client relationships collaborate with colleagues manage select client portfolios coordinate ongoing needs communicate with team members build deep relationships facilitate communication ...

Sr. Financial Advisor · The Sr.. Financial Advisor position is a role that requires leadership of some client relationships and the support of colleagues who oversee additional client relationships · Responsibilities: ...

Infrastructure & Support Manager · We are seeking a team player to leverage our firm’s strength and deliver outstanding results. · Manage third-party MSP relationship and lead internal IT support staff. · Mentor team members and foster a collaborative culture. · ...

We are looking for a Senior Planning Associate in Westwood, NJ that is responsible for supporting our advisors through all phases of the client relationship. · This role is hybrid, with 3 days required in office. ...

Procurement Manager · We are seeking a highly skilled Procurement Manager to lead the execution of sourcing strategies that align with business requirements. · Sourcing Strategy Execution: · ...

We are looking for a Financial Planning Manager that is responsible for supporting the implementation , maintenance and ongoing improvement of the financial planning function across the firm. · Competitive based salary Performance based bonus Safe Harbor 401(k) plan Medical Denta ...

We are looking for an Infrastructure and Support Manager that is responsible for maintenance of the firm's IT structure and to manage and mentor a team of IT support specialists. · Manage the firm's third-party Managed Service Provider (MSP) relationship · Lead and mentor a team ...

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 ...

Financial Planning Manager · 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 ...

We are looking for an Infrastructure and Support Manager that is responsible for maintenance of the firm's IT structure and to manage and mentor a team of IT support specialists. · Manage the firm's third-party Managed Service Provider (MSP) relationship · Lead and mentor a team ...

We are looking for a Financial Planning Manager that is responsible for supporting the implementation and maintenance of the financial planning function across the firm. · Work closely with the Director of Financial Planning to execute on strategic initiatives. · Complete researc ...

We are looking for a Recruiting Coordinator that will manage the administrative and logistical aspects of the Talent Acquisition department. · Please provide administrative and operational support to the recruiting team. · ...

We are seeking a Staff Accountant to join our expanding finance team as we continue our growth trajectory. This is a full-time hybrid role split between remote work and a minimum three days per week in our Boston office. · Execute all Accounts Payable tasks including invoice proc ...

We are looking for a Client Service Specialist in Tryon, NC to support the office's advisors and their clients. · ...

We are looking for a Senior Planning Associate in Westwood, NJ that is responsible for supporting our advisors through all phases of the client relationship. · ...

We are looking for a Financial Planning Manager that is responsible for supporting the implementation, maintenance, and ongoing improvement of the financial planning function across the firm. · Work closely with the Director of Financial Planning to execute on strategic initiativ ...

Developing comprehensive financial plans focusing on investment strategy tax retirement and estate planning executive compensation risk management cash flow and education funding. · ...

Portfolio Analyst · We are seeking a Portfolio Manager to help manage investment strategies and receive deep exposure to portfolio construction, trading and implementation within the investments team. · The successful candidate will effectively manage daily firm-wide trading, · r ...

Financial Planning Manager Role · We seek an individual who embodies Modera's core values: Confident Humility, a quintessential team player; Contagious Growth Mindset, a continuous learner with intellectual curiosity who strives for excellence and inspires others;Trusted Relation ...