or apply directly on Modera Wealth Management's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 22 days Modera Wealth Management's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 100% of Modera Wealth Management's roles list one
- Ghost-job risk at Modera Wealth Management
- high 8 stale, 0 reposted of 14 open
- Hiring momentum
- 20 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Modera Wealth Management's own greenhouse board since 2026-08-03. Full hiring picture for Modera Wealth Management.
About this role
The Financial Advisor at Modera Wealth Management will focus on developing and deepening relationships with clients by delivering customized financial plans that encompass various aspects such as cash flow, tax, and retirement planning. The role involves leading client review meetings, collaborating with investment teams, managing investment changes, and driving growth through referrals and new business opportunities.
- benefits
- 4/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Modera Wealth Management as an employer.
What you need
- Bachelor’s Degree
- CFP certification
- Minimum 5-7 years of experience in a wealth management related or financial services field
- Minimum 3-5 years of financial planning experience
- Proven analytical and problem-solving skills
- Working knowledge of planning strategies and solutions
What you get
- Competitive based salary
- Performance based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, and more
- Generous PTO and leave policies
- Opportunities for professional growth and continuing education
Worth weighing
- Salary range provided is $150,000-170,000, which may vary based on individual factors
- Occasional travel may be required
Summarised from Modera Wealth Management's posting. Read the full original.
Listed by Modera Wealth Management on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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