Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted a platform tailored by advisors, for advisors, offering unparalleled resources and growth opportunities. Experience the best of both worlds – the support of a powerhouse organization and the autonomy of an independent business owner. Join us in revolutionizing the future of independent entrepreneurship!
At Moneta, we're not just about financial services. We're about building lasting connections and delivering outstanding service to clients worldwide. Join us in our mission to go above and beyond for our clients and be a part of a firm that offers a diverse range of solutions to meet their unique needs.
Job DescriptionAs a 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 annual reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact!
Essential Responsibilities
- Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
- Keep Partner informed on team and client issues
- 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 pipeline
- Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
- Help to lead firm and team in strategic planning discussions and execute vision
- Assist team to enhance training and deliver absorbable reporting to the client
- Teach systems knowledge and efficiency within Moneta University learning management platform
- Collaborate with the Partner to carry out marketing and business development opportunities
- Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
- Conduct annual performance appraisals for direct reports
- Assist in interviewing and hiring of team members
- Champion team vision and lead by example
- Travel as necessary to meet with clients
- Commitment to ongoing education to remain an authority in family CFO matters
- Series 65 required, or achievement of license required within 60 days of employment
- B.S. Business or Finance required; MBA or J.D. preferred
- CFP, CPA, or CFA required
- Ten or more years of relevant experience offering holistic financial planning advise
- Experience within the wealth management, registered investment advisory space preferred
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.
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What We Do
Moneta is one of the nation’s premier comprehensive wealth management and financial planning firms distinguished by a legacy of innovation, service, and loyalty to our clients that only a completely independent company can offer.
At Moneta, we believe in the power of relationships. Our team of dedicated professionals are passionate about making a difference in people’s lives by empowering them to navigate life’s path and protect what they cherish. We foster a culture of excellence and continuous growth, providing opportunities for you to develop your career while helping individuals, families, and institutions achieve their financial goals through highly personalized services leveraging cutting-edge technology and deep industry expertise.
At Moneta, you will seek to understand, discover possibilities, and take action to deliver an exceptional experience. Our approach focuses on building long-term relationships with clients so we can design and execute custom solutions tailored to their unique needs and aligned with their personal aspirations.
