Modera Wealth Management

State:
City: Westwood

Website: https://moderawealth.com

Industry: Financial Services
Founded: 1983

At Modera Wealth Management, we believe that financial planning is more than just numbers; it’s about building relationships and understanding our clients’ dreams. Our team is dedicated to providing personalized investment services that empower individuals, families, and philanthropic organizations to achieve their financial goals. We pride ourselves on being a fee-only firm, which means our clients’ interests always come first.

Working here means joining a community of passionate professionals who thrive on collaboration and innovation. We foster an environment where ideas are shared freely, and every team member’s voice is valued. Our open-door policy encourages communication across all levels, making it easy to seek guidance or share insights. We believe that a supportive culture is the key to our success and our clients’ satisfaction.

Growth is at the heart of what we do, not just for our clients but for our team as well. We offer ongoing training and professional development opportunities that help our employees expand their skills and advance their careers. Whether it’s attending industry conferences or participating in internal workshops, we ensure that our team is always learning and evolving.

We understand the importance of work-life balance, which is why we offer flexible working arrangements. Our employees can choose to work remotely or in the office, depending on their needs and preferences. This flexibility allows our team to maintain a healthy balance between their professional and personal lives, leading to greater job satisfaction and productivity.

In addition to a supportive work environment, we offer a comprehensive benefits package that includes health insurance, retirement plans, and generous paid time off. We also celebrate our employees’ achievements and milestones, fostering a sense of community and belonging.

Benefits of Working at this Company

  • Collaborative team culture that values open communication and idea sharing.
  • Flexible work arrangements that promote a healthy work-life balance.
  • Ongoing professional development opportunities to enhance skills and career growth.
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Supportive management that encourages employee input and feedback.

Disadvantages of Working at this Company

  • Fast-paced environment that may require quick adaptability to change.
  • Occasional long hours during peak financial planning seasons.
  • Limited resources for certain projects due to the firm’s fee-only structure.

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