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Senior Wealth Management Advisor

2 months ago

Saint Louis, United States Moneta Full time
Job Overview

Company Overview:
Are you an experienced financial consultant eager to reshape the landscape of independent advisory services? Moneta, a prominent independent Registered Investment Advisor (RIA) in the nation, invites you to become part of our vibrant community. Here, you can enhance your client service capabilities while maintaining ownership and control over your practice. At Moneta, we have developed a platform designed by advisors, for advisors, providing unmatched resources and growth potential. Experience the perfect blend of organizational support and the freedom of being an independent business owner. Join us in transforming the future of independent advisory services.

At Moneta, our focus extends beyond financial services; we are dedicated to fostering enduring relationships and delivering exceptional service to clients globally. Join us in our commitment to exceed client expectations and be part of a firm that offers a wide array of solutions tailored to meet diverse client needs.

Position Responsibilities

As a Senior Financial Advisor, you will work closely with Partner Teams and fellow Advisors, addressing unique client challenges directly. Your expertise will be pivotal in areas such as investment strategies, retirement planning, education savings, and tax and estate planning. You will lead client meetings, guiding them through comprehensive financial action plans and annual assessments. Each interaction will be an opportunity to illustrate the value proposition of Moneta. Join us to make a significant impact.

Key Responsibilities:

  • Collaborate with Partner teams, serving as the subject matter expert on all aspects of Family CFO services.
  • Keep Partners informed about team dynamics and client matters.
  • Lead client meetings, including initial consultations, confidential information gathering, financial action plans, implementation discussions, and reviews.
  • Prepare and/or evaluate financial action plans and projections developed by team members.
  • Facilitate a range of services for clients, 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 cultivate new business opportunities through prospecting and referrals.
  • Engage in testing new technologies for the firm, applying advanced testing skills utilizing financial planning expertise.
  • Contribute to strategic planning discussions and help execute the firm’s vision.
  • Assist in enhancing training and delivering accessible reporting to clients.
  • Provide systems knowledge and efficiency training within Moneta University’s learning management platform.
  • Collaborate with Partners to identify marketing and business development opportunities.
  • Participate in the Moneta Executive Mentorship program, offering coaching, mentoring, and training to team members.
  • Conduct annual performance evaluations for direct reports.
  • Assist in the recruitment and hiring of new team members.
  • Champion the team’s vision and lead by example.
  • Travel as necessary to engage with clients.
  • Commit to ongoing education to maintain expertise in Family CFO matters.
Qualifications
  • Series 65 required, or achievement of the license required within 60 days of employment.
  • B.S. in Business or Finance required; MBA or J.D. preferred.
  • CFP, CPA, or CFA designation required.
  • A minimum of ten years of relevant experience providing holistic financial planning advice.
  • Experience in wealth management or registered investment advisory preferred.
Additional Information

Moneta is dedicated to providing exceptional care for our employees, which includes offering comprehensive benefits that enhance the well-being of our team 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 operates as a fiduciary fee-only Registered Investment Advisory firm and does not hold securities licenses, except for Series 65. We also prohibit outside business activities, insurance commissions, and/or trails.