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Senior Financial Advisor

3 months ago

Chicago, United States Moneta Full time
Job Description

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.