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Modera Wealth Management

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Client Service Associate - Anonymous employee Modera Wealth Management Employee Review

4.0
Jul 11, 2018
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Great office culture and supportive staff. Kind and friendly co-workers. Advancement is encouraged and the growing company provides ample opportunities to do so. They also have great clients - everyone was lovely to work with across the board.

Cons

Restrictive PTO policy with no allowance for sick days. Office underwent several mergers and acquisitions while I was on staff which had the effect of straining resources and requiring additional technical training.

Explore other reviews about Modera Wealth Management

5.0
Jan 10, 2024
Recommend
CEO approval
Business Outlook

Pros

Amazing people, great culture, flexibility.

Cons

Technology issues, but working through it.

1.0
Apr 23, 2025
Recommend
CEO approval
Business Outlook

Pros

Looks great on a resume and easy to find new employment soon after.

Cons

Diversity is non-existent and your personal life and beliefs will constantly be brought into question.

2
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