Senior Financial Advisor
1 month ago
Moneta 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 plans
- Provide expert advice on investment strategies, retirement planning, education savings, and tax and estate planning
- Lead client meetings and implement financial action plans
- Develop and source new business opportunities
- Participate in strategic planning discussions and execute vision
- Assist in training and delivering reports to clients
- 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 and provide 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 advice
- Experience within the wealth management, registered investment advisory space preferred
- 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
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