This position presents a unique opportunity to establish and maintain long-term, trusting relationships with clients by delivering comprehensive wealth management services. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.
Modera 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.

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
  • Contagious Growth Mindset – a continuous learner with intellectual curiosity that inspires others
  • Pragmatic Optimism – a positive attitude grounded in realism

In addition, the ideal candidate:

  • Shares our commitment to diversity and an inclusive working environment
  • Is extremely organized with excellent attention to detail
  • Thrives in an environment focused on creative problem solving
  • Is an engaging and charismatic communicator
  • Has a passion for excellent service

Job responsibilities include but are not limited to:

  • Developing customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.
  • Building 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.
  • Actively participating in client meetings with current primary relationship manager.
  • Collaborating with investment team to manage client portfolios and provide research on investment products and economic trends.
  • Communicating with clients about investment performance, including key contributing factors and trends.
  • Managing rebalancing activities such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
  • Facilitating your client service team’s new client onboarding process and monitoring service requests.
  • Fostering new business development opportunities to help the firm grow.
  • Over time, responsibilities will evolve to include ability to serve as lead advisor for client relationships.

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.
  • Proven analytical and problem-solving skills.
  • Thorough understanding of investment concepts; comfortable communicating investment strategies.
  • 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.

What we offer:

  • Competitive salary commensurate with experience
  • Performance-based bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Group Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work

No phone calls.  Please direct your cover letter and resume to:  All inquiries will be held in the strictest confidence.  For more information about the firm, please visit

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New Jersey, Pennsylvania, North Carolina, Georgia, 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 ( 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.

Award methodologies:

P&I: Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey of employers and their employees. The firm evaluated the policies, practices, philosophy, systems and demographics of each nominated company, which accounted for 25% of the total evaluation. The second part of the survey measured the employee experience and was worth 75% of the evaluation. The combined scores determined the companies receiving the award.

Investment News: Best Companies Group uses a two-part process to gather detailed data about each participating company and shares this independent data with InvestmentNews to report the ranking. The first part is an Employer Questionnaire filled out by each firm detailing company policies, practices, benefits and demographics. The other component is an employee engagement and satisfaction survey with an in-depth set of 78 statements requiring employees to respond on a one- to five-point Likert scale of agreement, as well as two open-ended questions and seven demographic questions. To participate in the program, firms needed to be an RIA or affiliated with an independent broker-dealer, in business for a minimum of one year, and have at least 15 full-time employees.

FT 300: To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those that reported $300m or more in assets under management (AUM).

The Financial Times’ methodology is quantifiable and objective. The RIAs have no subjective input.

The FT invites qualifying RIA companies — more than 2,000 — to complete a lengthy application that gives us more information about them. We add this to our own research into their practices, including data from regulatory filings. Some 760 RIA companies applied and 300 made the final list.

The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each company. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons for these criteria are as follows:

  • AUM signals experience managing money and client trust.
  • AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on one- and two-year growth rates.
  • Companies’ years in existence indicates reliability and experience of managing assets through different market environments.
  • Compliance record provides evidence of past client disputes — a string of complaints can signal potential problems, for example.
  • Industry certifications ( CFA, CFP, etc.) sho w the compan y’s staff has industry knowledge and signals a professional commitment to investment skills.
  • Online accessibility demonstrates a desire to provide easy access and transparent contact information.
  • AUM comprised approximately 70 to 75 per cent of each adviser’s score, while asset growth accounted for 15 to 20 per cent. Additionally, the FT caps the number of companies from any one state, based roughly on the distribution of millionaires across the US.

Barron’s: Barron’s independently ranks its list of the top 100 RIA firms based on several criteria, which it has determined in their past annual rankings by assets, revenue, and quality of practice.[1] This year’s ranking formula also included new additional metrics such as technology spending, staff diversity, and succession planning.[2]



Accolades and Recognition