{"id":1554314,"url":"https://alion.io/job/modera-wealth-management-financial-advisor","title":"Financial Advisor","company":{"id":2032936,"name":"Modera Wealth Management","domain":"moderawealth.com","url":"https://alion.io/company/moderawealth","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":150000,"max":170000,"currency":"USD","period":"year","gross":null,"usd_annual":170000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-08-25T14:26:40Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-10-18T20:46:20Z","board_verified":true,"closed_at":null,"days_open":54,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":54},"description":"Why work at Modera Wealth?\nModera 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.\nSince 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.\nJob Overview:\nWe are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.\nResponsibilities:\nDevelop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.\nBuild deep relationships with clients, including communicating with clients on the implementation of financial plans, illustrating the potential impact of various scenarios and updating those based on key events in the life.\nLead regular client review meetings, proactively identifying opportunities\nCollaborate with investment team and other internal specialists to ensure holistic wealth strategies\nManage rebalancing activities, such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.\nDrive organic growth through client referrals and new business development opportunities\nWhat are we looking for?\nWe 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:\nConfident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism\nContagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others\nTrusted Relationships - supportive and authentic with mutual respect for colleagues\nQualifications:\nBachelor’s Degree required\nCFP certification\nMinimum 5-7 years of experience in a wealth management related or financial services field\nMinimum 3-5 years of financial planning experience\nSkills and Competencies:\nProven analytical and problem-solving skills\nWorking knowledge of planning strategies and solutions\nHighly proficient in financial planning software and computer software, including the Microsoft Office Suite\nExcellent written and verbal communication skills\nActively engages as a team member\nAdaptability and flexibility\nClient first attitude\nOccasional travel may be required\nBenefits:\nCompetitive based salary\nPerformance based bonus\nSafe Harbor 401(k) plan\nMedical, Dental, Vision, and more\nGenerous PTO and leave policies\nOpportunities for professional growth and continuing education\nPartial remote work\nSalary range $150,000-170,000; exempt, plus bonuses\nPay 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.\nModera 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.\nWe value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.\nNo phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.\nModera 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.\nFor 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.","description_format":"text","description_chars":5180,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Performance based bonus","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-01T01:28:02Z"}],"visa":[],"liveness":{"score":9,"band":"cold","label":"Long shot","p_open":1,"p_active":0.261,"p_room":0.35,"age_days":52,"expected_fill_days":7,"reasons":["conf:3","win:tail"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":170000,"is_top_pay":true},"html_url":"https://alion.io/job/modera-wealth-management-financial-advisor","json_url":"https://alion.io/job/modera-wealth-management-financial-advisor.json","meta":{"generated_at":"2026-10-18T23:22:30Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":25730,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-19T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2032936},"rest":"https://alion.io/mcp/rest/get_company?id=2032936"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmodera-wealth-management-financial-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmodera-wealth-management-financial-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmodera-wealth-management-financial-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/modera-wealth-management-financial-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmodera-wealth-management-financial-advisor"}]}