About this role
Senior Financial Advisor at Modera Wealth Management. Location: Allentown, Pennsylvania, United States. Role: leading meetings, coordinating plans, developing plans Requirements: Bachelor’s degree; CFP or CFA; 7-10 years in wealth management; leadership experience desirable. Category: Finance and Accounting Seniority: Senior Level Tools: Financial planning software, Microsoft Office Certifications: cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English