Description
Modera Wealth Management is hiring a Financial Advisor in Westwood, Massachusetts to develop and deepen relationships with established clients, create comprehensive financial plans, lead client review meetings, coordinate investment and tax-loss harvesting activities, and drive referrals and new business. The role requires a bachelor’s degree, CFP certification, and 5–7 years of wealth management or financial services experience, with 3–5 years of financial planning experience. Benefits include a $150,000–$170,000 base salary, performance-based bonus, medical, dental, and vision coverage, retirement benefits, paid time off, professional development, and partial remote work.
