Moneta Benefits Overview

Provide comprehensive financial planning and investment advice, including tax, retirement, estate, insurance, risk management, and business succession planning. Analyze client finances, develop customized strategies, prepare reports using Orion and Money Guide Pro, ensure regulatory compliance, and collaborate with legal, tax, and investment professionals. Build and maintain long-term client relationships while pursuing required financial planning credentials and licenses.

Manages the client estate and termination transitions team, including workload distribution, custodial paperwork, performance metrics, issue resolution, regulatory and process updates, workflow improvements, quality assurance testing, and team development. Serves as the operational owner for trust operations while coordinating with custodians, trust officers, estate planning, compliance, business analysts, and client teams.

Provides comprehensive financial planning and wealth management advice to referred clients while developing referral-channel relationships. Leads client consultations, prepares financial action plans, recommends investment, retirement, insurance, tax, estate, and banking solutions, and coordinates internal resources. Builds referral volume through partner presentations, education events, relationship management, CRM tracking, qualification, conversion, and onboarding. Requires CFP or CFA credentials, securities licensing, extensive advisory experience, business development expertise, and regular travel.