Associate Advisor

Job Description

Job Description

Company Description

MONETA  is a national 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.

For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.

Job Description

Join our dynamic team as an Associate Advisor and step into the heart of our Family CFO business. At Moneta, we're dedicated to providing comprehensive financial guidance, from investment strategies to retirement planning, education savings, tax strategies, estate planning, and beyond.

Essential Responsibilities

• Work closely with the Team Partners to learn all aspects of Family CFO business
• Keep Partners informed on team and client issues
• Manage relationship with CPA, Attorneys, and other third parties on services for clients including access, documents and review and analysis
• Prepare and / or review financial action plans and notes put together by team members
• Participate in client meetings
• Communicate details on clients’ financial position, moving into first line communication with client
• Work with Partners and to 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
• Operate as Enterprise Service Team liaison working directly with departments on team training, adoption of key processes and strategy implementation
• Manage team projects such as AUM reporting and due diligence
• Travel as necessary to meet with clients
• Build deep, lasting relationships with clients
• Commit to ongoing education to remain an authority in family CFO matters

Qualifications

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.