Senior Financial Advisor

2 weeks ago


Boulder, Colorado, United States Moneta Full time
Role Overview

As a Senior Financial Advisor at Moneta, you will play a critical role in delivering exceptional financial guidance to our clients. We are seeking an experienced professional to join our dynamic team as a Family CFO Business Partner.

This role will involve working closely with our Team Partners to develop and implement comprehensive financial plans for our clients. Your expertise will be pivotal in providing investment management, retirement planning, education savings, tax strategies, estate planning, and beyond.

We are committed to providing the best possible care for our employees, and as part of this commitment, we offer a comprehensive benefits package that enhances the wellbeing of our team members and their families.

Key Responsibilities
  • Develop and implement financial plans for clients
  • Work closely with Team Partners to deliver exceptional client service
  • Provide investment management, retirement planning, education savings, tax strategies, estate planning, and other financial services
  • Build deep, lasting relationships with clients
  • Stay up-to-date with industry developments and best practices
Requirements
  • CFP preferred but required within three years
  • 3-5 years working with clients and serving as a Client Service Manager or industry equivalent role
  • Series 65 required, or achievement of license required within 60 days of employment
  • Experience monitoring and evaluating investments
  • Experience in Microsoft Office, Salesforce, Orion, Money Guide Pro preferred


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