Senior Financial Advisor - Moneta Advisory Services

Job Description

As an Senior Financial Advisor , you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on.

From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference.

You'll be at the forefront of client meetings, guiding them through financial action plans and ongoing financial reviews.

Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact!

Essential Responsibilities

• Participate in and / or lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
• Prepare and / or review financial action plans and projections put together by team members
• Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
• Develop and source new business with prospect and referral pipelines
• Keep Partner informed on team and client issues
• Contribute to team’s strategic planning discussions and execute vision
• Provide coaching, mentoring, and training to team members
• Assist in interviewing and hiring of team members
• Champion team vision and lead by example
• Seek opportunities to better Moneta
• Travel occasionally to meet with clients and quarterly for team meetings
• Commitment to ongoing education to remain an authority in family CFO matters

Qualifications

• CFP, CPA, J.D. or CFA desired
• Series 65 required, or achievement of license required within 60 days of employment
• CFP required within 3 years of employment
• Five or more years of relevant experience offering holistic financial planning advice
• Wealth management, registered investment advisory experience preferred

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families :

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.

We also do not allow outside business activities, insurance commissions and / or trails.