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Senior Advisor
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Moneta Group
Clayton, MO (In Person)
Full-Time
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Job Description
Senior AdvisorReports to:
SummaryThe Senior Financial Advisor will work closely with the Partner and other Advisors on the client team to provide comprehensive financial advice to our clientele of high-net-worth and ultra-high-net-worth individuals, families, and institutions. This position requires a Certified Financial Planner (CFP) designation and will work with partners to assess clients financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions.
The role demands strong interpersonal skills to build and maintain client relationships, as well as proficiency in financial analysis and regulatory compliance. The ideal candidate will demonstrate a deep understanding of financial markets and products, along with a commitment to ethical standards and continuing education to maintain their CFP certification.
Essential ResponsibilitiesWorkclosely with the Partner teams and serveas subject matterexpertto the firm on all aspects ofthe financial planningbusinessMaintain frequent communication with the Partneron team and client issuesLead client meetings to understand their financial goals, needs, and risk tolerance through comprehensive consultations and assessmentsPrepare and/or review financial action plans and projectionscompiledby team membersFacilitateservices forclientsincluding investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategiesDevelopand sourcenew business with prospect and referral pipelineParticipatein testing new technologies for the firm and applycomplex testing skills utilizing financial planning expertiseHelpto lead firm and team in strategic planning discussions and executevisionAssistteam to enhance training and deliverinformation in a format understandable by the clientTeachsystems knowledge and efficiency within Moneta University learning management platformCollaboratewith the Partner to carry out marketing and business development opportunitiesParticipatein Moneta Executive Mentorship program as well asprovidecoaching, mentoring, and training to team membersConductannual performance appraisals for direct reports, as well asassistin interviewing andhiringteam membersTravel as necessary to meet with clientsQualificationsCertified Financial Planner (CFP), and/or Certified Financial Analyst (CFA), (minimum of one required to be registered)A Series 65 or combination of a Series 7 and Series 66 licensingisrequired within 60 days of hire if a CFP or CFA designation is not previously heldBachelor's degree required10 or more years of relevantand progressively more complex experience, in one or more of the seven subject areas defined by the CFP board.
Minimum of 3-5 years working as a client service advisorCertified Public Accountant (CPA) with tax expertise, or Juris Doctor (JD) with estate planningexperience aplusAdditional 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 activitiesMoneta 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.
PartnerStatus:
Exempt, Full Time 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, but our true purpose is 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 Partner-led 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 Financial Advisor will work closely with the Partner and other Advisors on the client team to provide comprehensive financial advice to our clientele of high-net-worth and ultra-high-net-worth individuals, families, and institutions. This position requires a Certified Financial Planner (CFP) designation and will work with partners to assess clients financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions.
The role demands strong interpersonal skills to build and maintain client relationships, as well as proficiency in financial analysis and regulatory compliance. The ideal candidate will demonstrate a deep understanding of financial markets and products, along with a commitment to ethical standards and continuing education to maintain their CFP certification.
Essential ResponsibilitiesWorkclosely with the Partner teams and serveas subject matterexpertto the firm on all aspects ofthe financial planningbusinessMaintain frequent communication with the Partneron team and client issuesLead client meetings to understand their financial goals, needs, and risk tolerance through comprehensive consultations and assessmentsPrepare and/or review financial action plans and projectionscompiledby team membersFacilitateservices forclientsincluding investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategiesDevelopand sourcenew business with prospect and referral pipelineParticipatein testing new technologies for the firm and applycomplex testing skills utilizing financial planning expertiseHelpto lead firm and team in strategic planning discussions and executevisionAssistteam to enhance training and deliverinformation in a format understandable by the clientTeachsystems knowledge and efficiency within Moneta University learning management platformCollaboratewith the Partner to carry out marketing and business development opportunitiesParticipatein Moneta Executive Mentorship program as well asprovidecoaching, mentoring, and training to team membersConductannual performance appraisals for direct reports, as well asassistin interviewing andhiringteam membersTravel as necessary to meet with clientsQualificationsCertified Financial Planner (CFP), and/or Certified Financial Analyst (CFA), (minimum of one required to be registered)A Series 65 or combination of a Series 7 and Series 66 licensingisrequired within 60 days of hire if a CFP or CFA designation is not previously heldBachelor's degree required10 or more years of relevantand progressively more complex experience, in one or more of the seven subject areas defined by the CFP board.
Minimum of 3-5 years working as a client service advisorCertified Public Accountant (CPA) with tax expertise, or Juris Doctor (JD) with estate planningexperience aplusAdditional 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 activitiesMoneta 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.