Modera Wealth Management

Provides fee-only financial planning and investment management services.

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Company facts

Founded: 1983
Employees: 222
Headquarters: United States
Type: Private
Funding: Corporate Round · $45M · 2024
Subsidiaries: Ferrentino & Associates, Bay Point Wealth, Parsec Financial

3 jobs

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3 jobs Posted Sort

Modera Wealth Management

3 weeks ago

Executive Assistant

Open 16d North AmericaJunior

United States

Please Note: We have ONE opening for an Executive Assistant that can be based in one of our many office locations: Boston, MA - Charlotte, NC - Wayne, PA - Westwood, NJ Why work at Modera Wealth? Modera Wealth…

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Modera Wealth Management

2 months ago

Senior Tax Manager

Open 81d HybridNorth AmericaFull-timeSenior

United States

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…

QuickBooks Regulatory Compliance

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Modera Wealth Management

2 months ago

Systems Administrator

Open 71d North AmericaJunior

United States

Maintain and modernize a cloud-first IT environment for a wealth-management firm, focusing on Microsoft 365, Entra ID, Intune, and network infrastructure across multiple offices.

Active Directory Authentication Automation Cloud DHCP +8 skills

110K – 145K $

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Modera Wealth Management

Executive Assistant

Senior Tax Manager

Systems Administrator

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