Skip to main content
Back to jobs

Advisory Manager

External
moderawealthmanagement logoModerawealthmanagement · Annapolis, MD
Full-timeOn-site2mo ago
ComplianceLeadershipSAFe
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role

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

Requirements

  • 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 bonusSafe Harbor 401(k) planMedical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurancePaid vacationOpportunities for professional growth and continuing educationPartial remote workSalary range: $100-145,000 annuallyPay 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 roleModera 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, sexDental insuranceVision insurance401(k)Paid time offRemote work optionsPerformance bonus

Additional Information

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at moderawealthmanagement? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect