Advisor, CFP

7 days ago

St Louis, Missouri, United States Moneta Group Full time

Company Description

Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Job Description

The Advisor will work closely with team members to learn and advise on all aspects of the Family CFO business. We seek someone with a CFP who is ready to shift their career to a career path they can control. This Advisor will work with team members to give the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more.

Our Advisors are expected to participate and lead client meetings, as well as work with clients and prospects in prospecting and fact finding through financial action plans and annual reviews. In all client interactions our Advisors need to focus on the 'Why' and 'How' for Moneta.

Essential Responsibilities

  • Work closely with the team to learn all aspects of Family CFO business
  • Participate in client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
  • Prepare and/or review financial action plans put together by team members
  • Identify and incorporate value-added analysis
  • Facilitate 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
  • Commit to ongoing education to remain an authority in family CFO matters

Qualifications

  • CFP, CFA, (minimum of one required to be registered)
  • Bachelor's degree required
  • Minimum of 3-5 years working as a client service advisor
  • CPA /PFS with tax expertise, or JD with estate planning experience preferred
  • Familiarity with general investment offerings and portfolio strategies
  • Experience working in a team environment
  • A Series 65 may be required within 60 days of hire

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.

  • Tax Advisor

    7 days ago

    St Louis, Missouri, United States Moneta Group Full time

    Company Description Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. 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...

  • Wealth Strategist II

    7 days ago

    St Louis, Missouri, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Estate Settlement Officer

    7 days ago

    St Louis, Missouri, United States Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, were proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We...

  • Relationship Mgr, SRV

    7 days ago

    St Louis, Missouri, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones.Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Director, Financial Planning

    7 days ago

    St Louis, Missouri, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Director, Financial Planning

    7 days ago

    St Louis, Missouri, United States Edward Jones Full time

    Job DescriptionYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you...

  • Advisor, CFP

    3 weeks ago

    St Louis, United States Moneta Corporation Full time

    Company Description Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have to give up ownership and control of your business to be part of something...

  • Advisor, CFP

    4 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your...

  • Advisor, CFP

    3 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your...

  • Advisor, CFP

    3 days ago

    St Louis, United States Moneta Corporation Full time

    Company Description Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have to give up ownership and control of your business to be part of something bigger. At...

  • Advisor, CFP

    4 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business...

  • Advisor, CFP

    3 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business...

  • Certified Financial Planner

    1 month ago

    Saint Louis, United States Saxony Securities, Inc Full time

    Job DescriptionJob DescriptionWe are in search of a dedicated Certified Financial Planner (CFP) eager to take charge of their career path. As a Financial Advisor with Saxony, you will collaborate with our home office and fellow advisors to provide comprehensive financial guidance, encompassing investment strategies, retirement planning, education savings,...

  • Certified Financial Planner

    3 weeks ago

    Saint Louis, United States Saxony Securities, Inc Full time

    Job DescriptionJob DescriptionWe are in search of a dedicated Certified Financial Planner (CFP) eager to take charge of their career path. As a Financial Advisor with Saxony, you will collaborate with our home office and fellow advisors to provide comprehensive financial guidance, encompassing investment strategies, retirement planning, education savings,...

  • Financial Advisor

    1 month ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMONETA is the world's largest independent Registered Investment Advisor (RIA), 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...

  • Financial Advisor

    3 weeks ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMONETA is the world's largest independent Registered Investment Advisor (RIA), 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...

  • Senior Financial Advisor

    3 weeks ago

    St Louis, United States Farther LLC Full time

    Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management,...

  • Senior Financial Advisor

    4 weeks ago

    St Louis, United States Moneta Corporation Full time

    Job Description Job Description Company Description 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...

  • Tax Advisor

    3 weeks ago

    St Louis, United States The Ladders Full time

    Company DescriptionMoneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. 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...

  • Senior Manager, Wealth Advisor

    3 weeks ago

    ST LOUIS, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Financial Advisor

    4 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is the world’s largest independent Registered Investment Advisor (RIA), 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...

  • Financial Advisor

    3 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is the world’s largest independent Registered Investment Advisor (RIA), 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...

  • Family Office Advisor

    3 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business...

  • Family Office Advisor

    4 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business...

  • Family Office Advisor

    5 days ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is a fee-only independent Registered Investment Advisor (RIA) dedicated to exceeding client expectations. As a unified firm offering a wide range of financial advisory services, our primary goal is cultivating relationships and delivering outstanding service to clients worldwide.Job...

  • Senior Financial Advisor

    4 weeks ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionAre 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...