![Moneta](https://media.trabajo.org/img/noimg.jpg)
Senior Financial Advisor
6 days ago
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 an 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 ongoing financial reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact
Essential Responsibilities
- Participate in and/or 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 pipelines
- Keep Partner informed on team and client issues
- Contribute to team’s strategic planning discussions and execute vision
- Provide coaching, mentoring, and training to team members
- Assist in interviewing and hiring of team members
- Champion team vision and lead by example
- Seek opportunities to better Moneta
- Travel occasionally to meet with clients and quarterly for team meetings
- Commitment to ongoing education to remain an authority in family CFO matters
- CFP, CPA, J.D. or CFA desired
- Series 65 required, or achievement of license required within 60 days of employment
- CFP required within 3 years of employment
- Five or more years of relevant experience offering holistic financial planning advice
- Wealth management, registered investment advisory experience preferred
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.
-
Senior Financial Advisor
5 days ago
Mission, United States Moneta Corporation Full timeCompany 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 control. At Moneta, we've crafted...
-
Patient Financial Advisor
3 weeks ago
Mission, United States The University of Kansas Health System Full timePosition Title Patient Financial Advisor Westwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare and...
-
Patient Financial Advisor
1 month ago
Mission, United States The University of Kansas Health System Full timePosition Title Patient Financial AdvisorCancer Center Days - Full Time Westwood Administration - East Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage,...
-
Patient Financial Advisor
3 weeks ago
Mission, United States The University of Kansas Health System Full timePosition Title Patient Financial AdvisorCancer Center Days - Full Time Westwood Administration - East Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage,...
-
Senior Financial Analyst
7 days ago
Mission Hills, United States Providence Health & Service Full timeThe Senior Financial Analyst is a member of the service area team and sits on local ministry teams to provide analytical support regarding the team's financial performance. Analyzes, understands and reports on key financial and business trends for th Financial Analyst, Financial, Analyst, Senior, Accountant, Technology, Healthcare
-
Financial Planning and Analysis
1 month ago
Mission, United States Ferrovial Full timeFinancial Planning and Analysis - Senior Analyst - Energy page is loaded Financial Planning and Analysis - Senior Analyst - Energy Apply locations Madrid time type Full time posted on Posted 10 Days Ago job requisition id JR06436 About us: Energy Infrastructure and Mobility was created with the objective of promoting the transition to a sustainable, clean...
-
Senior Financial Analyst
5 days ago
Mission Hills, United States Providence Health & Service Full timeJob Description The Senior Financial Analyst is a member of the service area team and sits on local ministry teams to provide analytical support regarding the team's financial performance. Analyzes, understands and reports on key financial and business trends for the organization. Collects, researches and organizes financial and operational data to create...
-
Chief Financial Officer
1 hour ago
Mission, United States Rocketshipschools Full timeAt Rocketship Public Schools, we believe in the infinite possibility of human potential. We believe that every student deserves the right to dream, to discover, and to develop their unique potential and it is our responsibility and our privilege to unleash the potential inside every Rocketeer we serve. Our non-profit network of public elementary charter...
-
Senior Financial Analyst, Mission Hills Onsite
1 month ago
Mission Hills, Kansas, United States tapwage Full timeProvidence caregivers are not simply valued – they're invaluable. Join our team and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them.Providence is calling a Senior Financial Analyst who...
-
Senior Financial Analyst, Mission Hills Onsite
3 weeks ago
Mission Hills, Kansas, United States tapwage Full timeProvidence caregivers are not simply valued – they're invaluable. Join our team and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them.Providence is calling a Senior Financial Analyst who...
-
Senior Vice President
2 weeks ago
Mission, United States KVC Health Systems Full timeJob DescriptionJob DescriptionCamber is seeking an experienced Senior Vice President to oversee strategic development, financial management, and program operations for our Kansas City, Wichita, and Hays Programs. This role is key to fostering leadership development, service sustainability, and process improvement, achieving KPIs in Employee Retention,...
-
Senior Project Manager
3 weeks ago
Mission, United States Starts Align LLC Full timeJob DescriptionJob DescriptionA large heavy civil general contractor is looking for two Senior Project Managers to join their team in the Southern Texas region located in Mission, TX. These Senior PM’s will be responsible for the timely execution and administration of assigned projects in a safe and profitable manner consistent with the standards of...
-
Financial Aid Specialist
4 weeks ago
Mission Viejo, United States South Orange County Community College District Full timeTitle:_ Financial Aid Specialist - Job Category:_ CSEA - Job Opening Date:_ May 30, 2024 - Job Closing Date:_ June 25, 2024 - Location:_ Saddleback College - Work Location:_ Mission Viejo, CA - Department:_ Financial Aid - Pay Grade, for more information click on this link:_ - Pay Rate Type:_ Monthly - Work Days:_ Monday - Friday - Work Hours:_ -...
-
Senior Project Manager
2 weeks ago
Mission, United States Starts Align LLC Full timeJob DescriptionJob DescriptionA large heavy civil general contractor is looking for two Senior Project Managers to join their team in the Southern Texas region located in Mission, TX. These Senior PM’s will be responsible for the timely execution and administration of assigned projects in a safe and profitable manner consistent with the standards of...
-
Financial Consultant
4 weeks ago
Mission Viejo, United States Fidelity Investments Full time**Financial Consultant**: If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...
-
Financial Consultant
9 minutes ago
Mission Viejo, United States Fidelity Investments Full time**Financial Consultant**: If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...
-
Senior Director Healthcare Contracting
1 week ago
Mission, United States KVC Health Systems Full timeJob DescriptionJob DescriptionSr. Director of Healthcare ContractsPosition Summary:Camber is seeking a Senior Director of Healthcare Contracts to manage and negotiate healthcare contracts, ensuring compliance and supporting organizational growth. This role collaborates with internal departments and external payers, maintains contract documentation accuracy,...
-
Senior Director Healthcare Contracting
4 days ago
Mission, United States KVC Health Systems Full timeJob DescriptionJob DescriptionPosition Summary:Camber is seeking a Senior Director of Healthcare Contracts to manage and negotiate healthcare contracts, ensuring compliance and supporting organizational growth. This role collaborates with internal departments and external payers, maintains contract documentation accuracy, and evaluates service expansion...
-
Senior Manager, Product Operations
1 month ago
Mission, United States Hyperexponential Ltd Full timeMission As we scale the Technology (Product, Design, and Engineering) organization at hyperexponential, we are looking for a Product Operations leader to join our team. You will help establish our Product Operations function and empower our Technology organization with the appropriate amount of process to measure what matters while maintaining a high...
-
Marketing Coordinator
1 month ago
Mission Viejo, United States Oakmont Senior Living Full timePosition: Marketing Coordinator Shifts, Time, and Days: Full TimePay Range: $22.00-$24.00 per hourIvy Park at Mission Viejo is a premier senior living community situated on a beautifully landscaped campus. Managed by Oakmont Management Group,we provide exceptional quality, comfort, and care with five-star services and amenities. Residents enjoy a rewarding...