{"id":1554318,"url":"https://alion.io/job/modera-wealth-management-senior-financial-advisor","title":"Senior 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":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-01T06:10:25Z"}},"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":["Allentown, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":150000,"max":175000,"currency":"USD","period":"year","gross":null,"usd_annual":175000},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-01-20T20:45:00Z","employer_posted_date":"2026-08-06","last_verified_at":"2026-11-01T05:01:43Z","board_verified":true,"closed_at":null,"days_open":284,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":284},"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 Sr. Financial Advisor in Allentown, PA that will be responsible for managing select client relationships while collaborating with and supporting colleagues who oversee additional client relationships.\nResponsibilities:\nThe Sr. Financial Advisor position is a role that requires leadership of some client relationships and the support of colleagues who are leading other client relationships\nWhen supporting colleagues who are leading other client relationshipsDevelop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management\nAdminister and coordinate the ongoing needs of client relationships. Specific responsibilities include responding to client inquires, completion of research and tasks, taking of meeting and call notes, and communicating with team members\nCollaborate with investment team to provide input on client specific circumstance as cash-flow needs and manage client portfolios tax-loss harvesting\n\nAs a leader of client relationships:Build deep relationships with clients, while coordinating the implementation and ongoing management of their financial plans\nAct as a leader; facilitating communication and cooperation amongst departments and team members\nLead client meetings with relevant team member(s)\n\nAt all times:Foster new business development opportunities to help the firm grow\nAct as a team leader; mentor and coach other team members to encourage teamwork and professional development\nCan maintain relationships with 60-100 client families each with wide ranging needs and preferences\nBe well-organized and have a scrupulous attention to detail\nReliably follows through with agreed upon short-term and long-term planning items\nBe able to multitask and keep many balls in the air\nAdditional projects and duties as needed\n\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\nCFP or CFA certification\nMinimum of 7-10 years of experience in a wealth management-related or financial services field\nCoaching and/or leadership experience with a team of advisors is desirable\nSkills and Competencies:\nCoaching and/or leadership experience with a team of advisors is desirable\nProven analytical and problem-solving skills\nProficient with analyzing client financial priorities, preparing client recommendations and delivering advice\nThorough understanding of investment concepts; comfortable communicating investment strategies\nHighly proficient in financial planning software and computer software, including the Microsoft Office Suite\nExcellent written and verbal communication skills\nTeam player, able to work well with all levels of the firm, as well as with clients\nAdaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet client needs\nPersonable, warm, engaging; Client 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 for this role is $150,000-175,000 and supplemented by robust, performance-linked incentive programs tied directly to client acquisition and book growth\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":6612,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Performance based bonus","Professional development","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":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.143,"p_room":0.28,"age_days":284,"expected_fill_days":7,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":175000,"is_top_pay":true},"html_url":"https://alion.io/job/modera-wealth-management-senior-financial-advisor","json_url":"https://alion.io/job/modera-wealth-management-senior-financial-advisor.json","meta":{"generated_at":"2026-11-01T08:47:22Z","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":13674,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"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-senior-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-senior-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-senior-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-senior-financial-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmodera-wealth-management-senior-financial-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1554318}},{"tool":"search_jobs","arguments":{"company":"moderawealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1554318},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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