Modera Wealth Management
Modera Wealth Management is seeking a Financial Advisor in Westwood, MA to develop and deepen relationships with an established client base, delivering comprehensive financial planning and investment management services. The role focuses on creating customized financial plans, leading client review meetings, and collaborating with internal specialists to provide holistic wealth strategies.
Nothing makes us happier than helping you live well With us at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer. You’re empowered, supported, and respected. This is the wealth management experience we want you to have. Get...
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Modera Wealth Management.
82% above the average for this role