companyModera Wealth Management logo

Advisory Manager

On-site Full-time

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Unlock Your Potential

Generate Job-Optimized Resume

One Click And Our AI Optimizes Your Resume to Match The Job Description.

Is Your Resume Optimized For This Role?

Find Out If You're Highlighting The Right Skills And Fix What's Missing

Experience Level

Manager

Qualifications

Ideal candidates will possess strong leadership skills, a commitment to client service excellence, and a background in financial planning or investment management. Experience in team management and performance evaluation is preferred. A Bachelor's degree in Finance, Business, or a related field is required.

About the job

Join Our Team as an Advisory Manager!

Are you a dynamic leader with a passion for financial planning? Modera Wealth Management is searching for an Advisory Manager to join our growing team. This position can be based in any of our East Coast offices, including Charlotte, NC, Atlanta, GA, Boston, MA, Westwood, NY, Wayne, NJ, New York, NY, Annapolis, MD, or McLean, VA.

Why Choose Modera Wealth Management?

As an independent, fee-only firm, we are dedicated to making a significant positive impact on our clients' lives through comprehensive financial planning and strategic investment management. With over 200 employees in 19 offices along the East Coast, managing over $15 billion in assets for more than 6,000 clients, we offer robust career development opportunities from entry-level to ownership.

At Modera, we pride ourselves on providing a personalized service experience, combining professional excellence with a friendly approach. Since our inception in 1983, we have remained committed to being an advisor firm, not just a firm of advisors.

Position Overview:

The Advisory Manager will lead a team of financial planning associates, ensuring high-quality support for our advisors. This role involves balancing direct client service with team management, performance monitoring, and compliance adherence.

Key Responsibilities:

  • Oversee the workflow of Planning Associates to ensure timely and efficient delivery of financial planning services to advisors.
  • Maintain the quality and accuracy of planning work through best practices and established protocols.
  • Provide mentorship, coaching, and regular feedback to team members.
  • Manage daily personnel needs, including scheduling and performance-related issues.
  • Communicate departmental goals and guide team execution to meet objectives.
  • Conduct one-on-one meetings with team members to support professional development and alignment of goals.
  • Track progress towards SMART goals and offer support as needed.
  • Conduct annual performance evaluations and contribute to ongoing team member development.
  • Collaborate with HR to foster career growth opportunities.

About Modera Wealth Management

Modera Wealth Management is an independent, fee-only advisory firm committed to positively impacting our clients' lives through tailored financial planning and investment strategies. With a rich history since 1983, we have grown to over 200 employees across 19 offices managing more than $15 billion in assets for a diverse clientele.

Similar jobs

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.