Advisor, CFP

Company Description

Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta is a fee only independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

Job Description

The Advisor will work closely with the Partner and other Advisors on the team 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 partners 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.

Qualifications

• CFP, CFA, (minimum of one required to be registered)
• Bachelor's degree required
• Minimum of 3-5 years working as a client service advisor
• CPA / PFS with tax expertise, or JD with estate planning experience preferred
• Familiarity with general investment offerings and portfolio strategies
• Experience working in a team environment
• Strong analytical skills
• Ability to interact well with clients and team members
• A Series 65 may be required within 60 days of hire

Duties and Responsibilities

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 :

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.