Advisor, CFP

Job Description

The Advisor will work closely with team members to learn and advise on all aspects of the Family CFO business. We seek someone with a CFP who is ready to shift their career to a career path they can control. This Advisor will work with team members to give the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more.

Our Advisors are expected to participate and lead client meetings, as well as work with clients and prospects in prospecting and fact finding through financial action plans and annual reviews. In all client interactions our Advisors need to focus on the 'Why' and 'How' for Moneta.

Essential Responsibilities

Work closely with the team to learn all aspects of Family CFO business

Participate in client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews

Prepare and/or review financial action plans put together by team members

Identify and incorporate value-added analysis

Facilitate 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

Commit to ongoing education to remain an authority in family CFO matters

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