![Moneta](https://media.trabajo.org/img/noimg.jpg)
Advisor, CFP
3 weeks ago
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 DescriptionThe 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
- 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.
-
Advisor, CFP
3 weeks ago
Saint Louis, United States Moneta Full timeJob 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
St Louis, United States Moneta Corporation Full timeCompany 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
1 month ago
Saint Louis, United States Moneta Full timeJob 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
1 week ago
St Louis, Missouri, United States Moneta Group Full timeCompany 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...
-
Certified Financial Planner
1 month ago
Saint Louis, United States Saxony Securities, Inc Full timeJob 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
4 weeks ago
Saint Louis, United States Saxony Securities, Inc Full timeJob 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,...
-
Advisor, CFP
6 days ago
St Louis, United States Moneta Corporation Full timeCompany 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...
-
Financial Advisor
3 weeks ago
Saint Louis, United States Moneta Full timeJob 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
1 month ago
Saint Louis, United States Moneta Full timeJob 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
3 weeks ago
Saint Louis, United States Moneta Full timeJob 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
1 week ago
Saint Louis, United States Moneta Full timeJob 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
1 month ago
Saint Louis, United States Moneta Full timeJob 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...
-
Senior Financial Advisor
3 weeks ago
Saint Louis, United States Moneta Full timeJob 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...
-
Lead Advisor
2 weeks ago
Saint Louis, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionOur team’s mission is a dedication to building lifetime relationships with private investors, business owners, and business executives. These relationships are rooted in providing value to clients by helping identify needs and solutions aimed at achieving financial goals. We believe in helping clients identify and secure their...
-
Senior Wealth Advisor, Schwab Wealth Advisory
1 month ago
Saint Louis, United States Charles Schwab Corporation Full timeYour Opportunity At 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. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate...
-
Senior Wealth Advisor, Schwab Wealth Advisory
4 weeks ago
Saint Louis, United States Charles Schwab Corporation Full timeYour Opportunity At 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. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate...
-
Tax Advisor
3 weeks ago
Saint Louis, United States Moneta Full timeJob DescriptionJob DescriptionCompany 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...
-
Insurance Advisor Entry Level
1 day ago
St Louis, United States Hempstead Offices - Northwestern Mutual Full timeWe're proud to announce that Northwestern Mutual - Saint Louis has been named a 2024 Top Workplace by USA TODAY and we are growing! The Competitive Edge: As a former athlete, you possess the characteristics that could lead to exceptional success as a financial consultant at Northwestern Mutual-St. Louis. Your history of athletic achievement and the...
-
Financial Advisor
1 month ago
St Louis, United States Moneta Corporation Full timeCompany 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
4 weeks ago
St Louis, United States Moneta Corporation Full timeCompany 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...