Senior Financial Advisor
2 weeks 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 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
- 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.
-
Senior Financial Advisor
4 weeks ago
Clayton, Missouri, United States Moneta Corporation Full timeSenior Financial AdvisorMoneta Corporation is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Partner Team, you will work closely with clients to provide comprehensive financial planning and investment advice.Key Responsibilities:Collaborate with clients to understand their financial goals and develop personalized...
-
Financial Services Associate
4 weeks ago
Clayton, Missouri, United States Northwestern Mutual Full timeJob SummaryAn Associate Financial Representative (AFR) plays a vital role in supporting the financial advisor to ensure their focus remains on building their business. This role involves working closely with the team to provide ongoing support in operations, planning, service, and marketing. The AFR acts as a liaison between the home office, financial...
-
Clayton, North Carolina, United States GRIFOLS, S.A. Full timeAbout GrifolsGrifols is a global healthcare company that has been working to improve the health and well-being of people around the world since 1909. We are leaders in plasma-derived medicines and transfusion medicine, with a presence in over 110 countries and regions.Job SummaryWe are seeking a Senior Financial Manager for our North America Operations to...
-
Senior Financial Analyst
4 weeks ago
Clayton, Ohio, United States LHH Full time**Financial Analyst Role at LHH**Purpose of the Role:Provide comprehensive financial and business insights to support financial, general management, and manufacturing operations at LHH.Deliver actionable recommendations through assessments, observations, and summaries to guide management decisions.Lead the preparation, coordination, and consolidation of...
-
Assistant Executive Director
2 weeks ago
Clayton, United States Senior Living Hiring Full timeDescriptionAbout our community Are you passionate about senior care and dedicated to making a positive impact in the lives of residents and staff? We are seeking a compassionate and motivated Assistant Executive Director to join our leadership team at Kingswood Reserve, a premier senior living community in Clayton, NC. Key Responsibilities: Collaborate with...
-
Senior Finance Manager
3 weeks ago
Clayton, North Carolina, United States Grifols Shared Services North America, Inc Full timeWe are seeking a highly skilled Senior Finance Manager to join our team at Grifols Shared Services North America, Inc.About the Role:This position is responsible for ensuring that GT Operations expenses, including those reported in G&A and Manufacturing Costs, meet approved budgets and interim forecasts.The Senior Finance Manager will communicate issues and...
-
Financial Representative
2 months ago
Clayton, United States Northwestern Mutual Full timeHelp People, Build Relationships, and Make a Positive Impact!We are seeking highly motivated professionals that have exceptional integrity, appreciate accountability, and like to have fun! As a Financial Representative you will be choosing a career where changing someone else’s life for the better is also life-changing for you – personally,...
-
Executive Director
2 weeks ago
Clayton, United States Brookdale Senior Living Full timeLeader responsible for the communitys daily operations, associate relations, resident and resident family engagement and connection, financial performance, and regulatory compliance. Creates and executes the business plan and develops the team to become a preferred senior living community in the market, while growing revenue and profitability in partnership...
-
Senior Living Operations Manager
4 weeks ago
Clayton, North Carolina, United States Indigo Hall Full timeAbout Indigo HallWe are seeking a compassionate and motivated Senior Living Operations Manager to join our leadership team at Indigo Hall, a premier senior living community in Clayton, NC.Key ResponsibilitiesCollaborate with the Executive Director to oversee daily operations of the community, ensuring exceptional care and services are provided to all...
-
Senior Accountant, Tax
6 months ago
Clayton, United States Wipfli Full timeAt Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We’re also focused on helping you achieve success with balance. From hybrid schedules and...
-
Estate Planning Attorney
4 weeks ago
Clayton, United States Moneta Corporation Full timeCompany Description Moneta is an independent Registered Investment Advisor (RIA) wholly 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 globe. Job...
-
Clayton, New Mexico, United States Community Hospital Full timeThe Chief Financial Officer at Union County General Hospital in Clayton, NM will report to the Chief Executive Officer, Hospital Board of Directors and CHC's Senior Vice President of Hospital Financial Operations. The CFO is responsible for providing leadership and oversight of the overall financial planning and financial operations of the hospital while...
-
Senior Litigation Attorney
3 weeks ago
Clayton, Ohio, United States Stinson's Full timeJob Title: Senior Litigation AttorneyJob Summary:Stinson LLP is seeking an experienced attorney with a strong background in litigation to join our team in St. Louis. The ideal candidate will have at least three years of experience in litigation, including appearing for depositions and arguing motions. Responsibilities: Represent financial institutions in...
-
Senior Scheduler
1 week ago
Clayton, United States SOBEN Full timeSenior SchedulerDepartment: North America Consultancy Employment Type: Full Time Location: Clayton, NC DescriptionWhy Soben? We're an award-winning construction consultancy with huge ambitions to put ourselves firmly on the map. We've come a long way since operations commenced in 2011 but now is the time to step on the gas and realize our true potential. It...
-
Branch Office Administrator
3 weeks ago
Clayton, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Senior Controls Sales Professional
3 weeks ago
Clayton, North Carolina, United States MSS Solutions, LLC Full timeJob Summary:MSS Solutions, LLC is seeking a highly skilled Senior Controls Sales Professional to join our team. As a result of our phenomenal growth, we have an opening for a Controls Account Manager. If you are an experienced professional looking to grow your career and contribute fresh and innovative ideas to serve our customers, this is an opportunity you...
-
Intern
1 week ago
Clayton, United States NISA Investment Advisors, LLC Full timeInternOverviewNISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $282 billion in fixed income and equity securities and over $164 billion in derivative notional value. We seek bright, motivated individuals who can contribute to our growing team of professionals....
-
Senior IT Auditor
20 hours ago
clayton, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...
-
Senior Scheduler NA
2 weeks ago
Clayton, United States SOBEN Full timeSenior Scheduler NADepartment: North America Consultancy Employment Type: Full Time Location: Clayton, NC DescriptionWhy Soben? We're an award-winning construction consultancy with huge ambitions to put ourselves firmly on the map. We've come a long way since operations commenced in 2011 but now is the time to step on the gas and realize our true potential....
-
Healthcare Relationship Manager
4 weeks ago
Clayton, United States Fifth Third Bancorp Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development of healthcare companies/institutions with annual gross sales of at least $50MM within a specific geographic area. Ability...