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Financial Advisor
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Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
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Senior Financial Advisor
3 months ago
As a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. You'll be at the forefront of client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact
Essential Responsibilities
- Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
- Keep Partner informed on team and client issues
- Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
- Prepare and/or review financial action plans and projections put together by team members
- Facilitate services for client 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 source new business with prospect and referral pipeline
- Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
- Help to lead firm and team in strategic planning discussions and execute vision
- Assist team to enhance training and deliver absorbable reporting to the client
- 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 as well as provides 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 advise
- Experience within the wealth management, registered investment advisory space preferred
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees 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 is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.