Sign upLog in

Advisory Manager

Modera Wealth Management

Mc Lean, VA

Apply
JOB DETAILS
SALARY
SKILLS
Analysis Skills, Best Practices, Career Development, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Coaching, Communication Skills, Conflict Resolution, Customer Service Management, Disability Insurance, Equal Employment Opportunity (EEO), Financial Planning, Financial Services, Genetics, Information/Data Security (InfoSec), Interpersonal Skills, Investment Management, Leadership, Life Insurance, Maintain Compliance, Mentoring, Microsoft Office, People Management, Performance Analysis, Performance Reviews, Presentation/Verbal Skills, Problem Solving Skills, Project Tracking, Promotional Programs, Quality Monitoring, Registered Investment Advisor (RIA), Regulatory Compliance, Securities and Exchange Commission (SEC), Staff Requirements, State Laws and Regulations, Team Lead/Manager, Team Player, Wealth Management, Willing to Travel, Work From Home, Writing Skills
LOCATION
Mc Lean, VA
POSTED
1 day ago
Please Note: We have ONE opening for an Advisory Manager that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Boston, MA - Westwood, NY - Wayne, PA - New York, NY - Annapolis, MD - McLean, VA

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 record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for an Advisory Manager that will be responsible for leading a team of financial planning associates to deliver high-quality support to our advisors. This role balances direct client service with team management, including performance monitoring, and ensuring adherence to firm compliance and planning standards.

Responsibilities:
  • Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors
  • Monitor the quality and accuracy of planning work; enforce best practices, templates, and review protocols established by the Planning Associate Team Lead
  • Provide hands-on mentorship, coaching, and ongoing feedback to Planning Associates
  • Address day-to-day personnel needs, including scheduling, workload balancing, and performance-related concerns with the support of the Planning Associate Team Leader
  • Assist in communicating departmental goals and expectations, guide team members in their execution
  • Conduct regular one-on-one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities
  • Monitor progress toward team and individual SMART goals, offering course correction and support as needed
  • Conduct annual performance reviews and contribute to ongoing evaluation of team members' development
  • Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team
  • Stay current on financial planning tools, technologies, and methodology to ensure planners are equipped with the resources they need
  • Support team culture, morale, and cross-office collaboration
  • Occasional travel may be required
What are we looking for?

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
Qualifications:
  • Bachelor's Degree
  • CFP or CFA certification
  • Minimum of 5-8 years of experience in a wealth management-related or financial services field
  • Prior leadership or supervisory experience preferred
  • Excellent communication, coaching, and conflict resolution skills
  • Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example
Skills and Competencies:
  • Proven analytical and problem-solving skills
  • Interpersonal skills and a willingness to make decisions using sound and accurate judgement
  • Highly proficient in the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed
Benefits:
  • 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
  • Salary range: $100-145,000 annually
  • 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


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.

About the Company

M

Modera Wealth Management