Senior Financial Strategist

1 week ago


Saint Louis, United States Moneta Full time
Job Overview

We are seeking a highly skilled Senior Financial Strategist to join our team at Moneta, a national independent Registered Investment Advisor. This role involves providing personalized financial strategies, investment advice, and comprehensive planning to clients. As a trusted guide, you will empower individuals to achieve their financial goals and navigate complex financial situations.

The ideal candidate will have a Bachelor's degree and relevant certifications such as CFP, CFA, or CPA/PFS. A Series 65 or combination of Series 7 and Series 66 licensing is required within 60 days of hire. CFP or CFA designation is also required within 3 years of hire if not previously held.

Our company offers a competitive salary range of $80,000 - $120,000 per year, depending on experience. Benefits include paid holidays, PTO, employer cost-shared medical and dental insurance, and more.



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