Financial Advisor
- Modera Wealth Management
- Winston-Salem, NC
- 7mo ago
- Full-time
- On-site
...
About Modera Wealth Management:
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 a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.
We are seeking individuals who embody Modera’s core values:
- Confident Humility – a quintessential team player, willing to do whatever it takes to get a 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
In addition, the ideal candidate:
- Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
- Is extremely organized with excellent attention to detail.
- Is capable of prioritizing and managing multiple tasks concurrently.
- Thrives in an environment focused on creative problem solving.
- Is an engaging and charismatic communicator.
- Has a passion for excellent service.
- Is a self-starter.
Please Note: We have ONE opening for a Financial Advisor that is based out of our Winston-Salem, NC office.
Job responsibilities include but are not limited to:
- 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 their financial plans, illustrating the potential impact of various plan scenarios and updating plans based on key events in their lives.
- Lead client meetings with relevant team member(s).
- Collaborate with investment team to manage client portfolios and provide research on investment products and economic trends.
- Manage rebalancing activities such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
- Oversee your client service team’s new client onboarding process and monitoring service requests.
- Foster new business development opportunities to help the firm grow.
- Engage in teamwork and teambuilding, including coaching and development of team members.
Qualifications for this position:
- CFP® certification.
- Minimum Bachelor’s Degree, MBA a plus.
- Minimum of 5-7 years of experience in a wealth management-related or financial services field.
- Minimum of 3-5 years of financial planning experience.
- Proven analytical and problem-solving skills.
- Highly proficient in financial planning software and computer software, including Microsoft Office.
- Excellent written and verbal communication skills.
- Team player, able to work well with all levels of the firm, as well as with clients.
- Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet client needs you manage with team.
- Personable, warm, engaging; Client first attitude.
- Occasional travel may be required.
What we offer:
- Competitive salary commensurate with experience
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.