Find & Apply For Personal Financial Advisor Jobs in Clayton, Missouri

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, with our true purpose centered on building relationships and providing exceptional service to our clients around the globe. For that reason, weve built an entrepreneurial business model organized around our clients. Our advisor teams are empowered to serve only in the best interest of their clients. Our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve. SummaryThe Senior Advisor - (Client Referral Programs) is a hybrid role that combines Senior Advisor-level client advisory with dedicated business development responsibility for the firms participation in key referral channels. This person builds and maintains relationships with assigned referral sources to grow qualified referral volume, while also serving as a subject matter expert who leads client relationships including for investors referred by programs which Moneta is a part of with comprehensive financial planning and wealth management advice. This position requires a Certified Financial Planner (CFP) designation and works closely with the Director of Strategic Growth Initiatives and firm leadership to assess clients financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions. The role demands strong relationship-building and interpersonal skills both with referral sources and with clients as well as proficiency in financial analysis and regulatory compliance. The ideal candidate understands how referral programs operate, is comfortable representing the firm in educational and relationship-building event settings and is equally effective in leading client meetings and financial planning work. Essential Responsibilities Client AdvisoryWork closely with the Director of Strategic Growth Initiatives to grow the referral business and serve as an experienced advisor to referred clientsLead client meetings including initial consultations with referred investors, jointly with the referring party when required to understand financial goals, needs, and risk tolerancePrepare and/or review financial action plans for prospects and clientsFacilitate services for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies, bringing in internal and external resources as requiredMaintain a written, up-to-date client profile investment objectives, financial situation, time horizon, and risk tolerance as required under the guidelines for referred clientsDevelop and source new business through the prospect and referral pipelineHelp with education of internal constituents on feedback for continuous improvement with referred clients.

Travel as necessary to meet with clients and attend business development functionsBusiness Development & Branch EngagementShare marketing materials, case studies, and relationship reviews that help referring parties understand the firms differentiating capabilities and identify appropriate referral opportunitiesPlan and execute referral partner presentations and client education events Demonstrate excellent communication skills by capturing key points from client meetings and keeping the referring party in the loop by using a communication template established by MonetaTrack engagement activity using a structured scoring or CRM process to identify which referring relationships are strongest and where additional outreach is neededCoordinate with referring party to schedule joint meetings with referred investors and manage each referral through qualification, conversion, and onboardingTrack progress, assess where additional focus may need to be applied to ensure program success and revenue metrics are met and advanced QualificationsCertified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA), (minimum of one required)A Series 65 or combination of a Series 7 and Series 66 licensing Bachelor's degree required10 or more years of relevant and progressively more complex experience, in one or more of the seven subject areas defined by the CFP boardMinimum of 5 years working as a client advisorPrior experience with an institutional custodian referral program (e.g., Schwab Advisor Network or a similar channel) strongly preferredDemonstrated business development and relationship management track record, ideally within a custodial or referral-based channelAbility to travel regularly Certified Public Accountant (CPA) with tax expertise, or Juris Doctor (JD) with estate planning experience a plus Additional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

Paid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activities Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.