Senior Financial Advisor

1 month ago


Clayton, Missouri, United States Moneta Corporation Full time
Senior Financial Advisor

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
Qualifications:
  • 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
Benefits:
  • 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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