![Moneta Corporation](https://media.trabajo.org/img/noimg.jpg)
Senior Financial Advisor
3 weeks ago
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 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 Description
As 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
Qualifications
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
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.
#J-18808-Ljbffr
-
Financial Advisor
4 days ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
-
Financial Advisor
1 day ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
-
Financial Advisor
2 months ago
Chicago, United States Pure Financial Advisors Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...
-
Financial Advisor
2 weeks ago
Chicago, United States Pure Financial Advisors Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...
-
Financial Advisor
2 months ago
Chicago, United States Pure Financial Advisors, LLC Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...
-
Financial Advisor
2 months ago
Chicago, United States Pure Financial Advisors, LLC Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...
-
Financial Advisor
7 days ago
Chicago, United States Pure Financial Advisors, LLC Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...
-
Financial Advisor
1 month ago
Chicago, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Advisor
2 weeks ago
Chicago, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Advisor
2 months ago
Chicago, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Advisor
2 months ago
Chicago, Illinois, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Advisor
2 months ago
Chicago, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Advisor
2 weeks ago
Chicago, United States Wintrust Financial Full timeJob DescriptionWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust...
-
Financial Advisor
3 weeks ago
Chicago, United States Lakeshore Financial Group Full timeAt Lakeshore Financial Group, our financial professionals and financial advisors are here to serve as your source of support. Our team is dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for...
-
Senior Financial Advisor
2 months ago
Chicago, 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 Advisor, Financial Planning and Analysis
1 month ago
Chicago, United States University of Chicago Medical Center Full timeJob Description Be a part of a world-class academic healthcare system at UChicago Medicine as a Senior Advisor, Financial Planning and Analysis f or the Financial Reporting department. This role is a hybrid remote opportunity where the expectation is to come in office as needed. The office location could vary depending on the projects at hand - some travel...
-
Senior Advisor, Financial Planning and Analysis
1 month ago
Chicago, United States The University of Chicago Medicine Full timeJob Description: Be a part of a world-class academic healthcare system at UChicago Medicine as a Senior Advisor, Financial Planning and Analysis for the Financial Reporting department. This role is a hybrid remote opportunity where the expectation is to come in office as needed. The office location could vary depending on the projects at hand - some travel...
-
Senior Financial Advisor
2 months ago
Chicago, United States Moneta Full timeJob 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...
-
Voya Chicago Financial Advisor
2 months ago
Chicago, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
-
Voya Chicago Financial Advisor
2 weeks ago
Chicago, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...