Lead Financial Consultant
2 weeks ago
As a Lead Financial Consultant at Moneta, you will engage in close collaboration with Partner Teams and fellow Consultants, addressing distinctive client scenarios with expertise. Your role will encompass a wide range of financial services, including investment strategies, retirement planning, education savings, and tax and estate planning. You will take the lead in client interactions, guiding them through comprehensive financial action plans and conducting annual reviews. Each engagement will serve as a platform to communicate the core values of Moneta and the significance of our services.
Key Responsibilities
1. Collaborate with Partner teams, acting as the subject matter expert on all facets of Family CFO services.
2. Keep Partners updated on team dynamics and client matters.
3. Facilitate client meetings, including initial consultations, confidential information gathering, financial action plan development, implementation discussions, and periodic reviews.
4. Prepare and/or evaluate financial action plans and projections crafted by team members.
5. Provide a range of services for clients, including investment management, retirement planning, educational funding, tax and accounting services, insurance solutions, banking and cash management, business strategy, estate planning, and philanthropic initiatives.
6. Cultivate and generate new business opportunities through prospecting and referrals.
7. Engage in testing and evaluating new technologies for the firm, applying advanced testing skills in financial planning.
8. Lead strategic planning discussions within the firm and team, executing the established vision.
9. Support team training initiatives and deliver clear, actionable reporting to clients.
10. Provide systems knowledge and efficiency training through Moneta University’s learning management platform.
11. Partner with marketing teams to explore business development opportunities.
12. Participate in the Moneta Executive Mentorship program, offering coaching, mentoring, and training to team members.
13. Conduct annual performance evaluations for direct reports.
14. Assist in the recruitment and selection of new team members.
15. Champion the team’s vision and lead by example.
16. Travel as required to meet with clients.
17. Commit to continuous education to maintain expertise in Family CFO matters.
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