Overview
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.
Responsibilities
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.
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
Work closely with the Partner to learn all aspects of Family CFO business
Keep Partner informed on team and client issues
Participates 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
Work with Partner to 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
Build deep, lasting relationships with clients
Commit to ongoing education to remain an authority in family CFO matters
Ensure "Why" and "How" of Moneta are incorporated into the duties and responsibilities of the role
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.
#J-18808-Ljbffr
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.
Responsibilities
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.
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
Work closely with the Partner to learn all aspects of Family CFO business
Keep Partner informed on team and client issues
Participates 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
Work with Partner to 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
Build deep, lasting relationships with clients
Commit to ongoing education to remain an authority in family CFO matters
Ensure "Why" and "How" of Moneta are incorporated into the duties and responsibilities of the role
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.
#J-18808-Ljbffr