Join our dynamic team as a
Financial Advisor
and help clients navigate their financial journeys towards prosperity and security. As a trusted guide you will provide personalized financial strategies, investment advice, and comprehensive planning, empowering individuals to achieve their financial goals. Leverage your expertise to build strong client relationships, analyze market trends, and deliver tailored solutions that drive financial success. If you’re passionate about making a meaningful impact in the world of finance, we invite you to be part of our dedicated team.
Essential Responsibilities
Conducting In-depth Financial Analysis: Perform thorough analyses of clients financial situations including tax implications, investment strategies, retirement planning, and estate planning.
Specialized Investment Strategies: Work closely with the Investment Team to develop and recommend investment strategies that align with the clients' specific needs, risk tolerance, and financial goals, taking into consideration their unique technical circumstances.
Tax Planning and Optimization: Advise clients on tax-efficient strategies to minimize their tax liabilities, considering various tax codes and regulations that may apply to their specific situation.
Retirement and Pension Planning: Assist clients in creating comprehensive retirement plans including assessing various retirement vehicles, analyzing pension options and projecting retirement income.
Estate and Inheritance Planning: Work closely with the Estate Planning Team to provide guidance on estate planning including the creation of wills, trusts, and other vehicles to protect and distribute assets according to the clients' wishes.
Risk Management and Insurance Recommendations: Evaluate clients' insurance needs including life, disability, long-term care, and liability insurance and make recommendations to mitigate risks.
Business Succession Planning: Advise business owners on succession planning, helping them prepare for the transfer of their business interests to heirs or potential buyers.
Customized Financial Reports and Presentations: Utilizing firm platforms including Orion and MoneyGuidePro, generate detailed reports and presentations tailored to each clients' technical requirements, providing clear explanations of complex financial concepts.
Compliance and Regulatory Adherence: Ensure that all recommendations and actions comply with industry regulations, legal requirements and ethical standards.
Collaboration with Legal and Tax Professionals: Work closely with attorneys, accountants and other professionals to coordinate comprehensive financial strategies for clients.
Continuous Learning and Professional Development: Stay updated with advancements in technical financial planning, attending seminars, workshops and pursuing relevant certifications.
Maintaining Client Relationships: Build and nurture long-term relationships with clients, demonstrating trustworthiness, integrity and reliability in managing their complex financial affairs.
Qualifications
Bachelors degree required
CFP, CFA, CPA/PFS with tax expertise or JD with estate planning experience is a plus
A Series 65 or combination of a Series 7 and Series 66 licensing are required within 60 days of hire if a CFP or CFA designation is not previously held
CFP or CFA designation is required within 3 years of hire if not previously held
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.
Remote Work No
Employment Type Full‑time
Key Skills
Business Development
Estate Law
Sales Experience
Trusts
Wealth Management
Financial Services
Investment Experience
Military Experience
Securities Law
Customer relationship management
Financial Planning
Wills
Vacancy 1
#J-18808-Ljbffr
Financial Advisor
and help clients navigate their financial journeys towards prosperity and security. As a trusted guide you will provide personalized financial strategies, investment advice, and comprehensive planning, empowering individuals to achieve their financial goals. Leverage your expertise to build strong client relationships, analyze market trends, and deliver tailored solutions that drive financial success. If you’re passionate about making a meaningful impact in the world of finance, we invite you to be part of our dedicated team.
Essential Responsibilities
Conducting In-depth Financial Analysis: Perform thorough analyses of clients financial situations including tax implications, investment strategies, retirement planning, and estate planning.
Specialized Investment Strategies: Work closely with the Investment Team to develop and recommend investment strategies that align with the clients' specific needs, risk tolerance, and financial goals, taking into consideration their unique technical circumstances.
Tax Planning and Optimization: Advise clients on tax-efficient strategies to minimize their tax liabilities, considering various tax codes and regulations that may apply to their specific situation.
Retirement and Pension Planning: Assist clients in creating comprehensive retirement plans including assessing various retirement vehicles, analyzing pension options and projecting retirement income.
Estate and Inheritance Planning: Work closely with the Estate Planning Team to provide guidance on estate planning including the creation of wills, trusts, and other vehicles to protect and distribute assets according to the clients' wishes.
Risk Management and Insurance Recommendations: Evaluate clients' insurance needs including life, disability, long-term care, and liability insurance and make recommendations to mitigate risks.
Business Succession Planning: Advise business owners on succession planning, helping them prepare for the transfer of their business interests to heirs or potential buyers.
Customized Financial Reports and Presentations: Utilizing firm platforms including Orion and MoneyGuidePro, generate detailed reports and presentations tailored to each clients' technical requirements, providing clear explanations of complex financial concepts.
Compliance and Regulatory Adherence: Ensure that all recommendations and actions comply with industry regulations, legal requirements and ethical standards.
Collaboration with Legal and Tax Professionals: Work closely with attorneys, accountants and other professionals to coordinate comprehensive financial strategies for clients.
Continuous Learning and Professional Development: Stay updated with advancements in technical financial planning, attending seminars, workshops and pursuing relevant certifications.
Maintaining Client Relationships: Build and nurture long-term relationships with clients, demonstrating trustworthiness, integrity and reliability in managing their complex financial affairs.
Qualifications
Bachelors degree required
CFP, CFA, CPA/PFS with tax expertise or JD with estate planning experience is a plus
A Series 65 or combination of a Series 7 and Series 66 licensing are required within 60 days of hire if a CFP or CFA designation is not previously held
CFP or CFA designation is required within 3 years of hire if not previously held
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.
Remote Work No
Employment Type Full‑time
Key Skills
Business Development
Estate Law
Sales Experience
Trusts
Wealth Management
Financial Services
Investment Experience
Military Experience
Securities Law
Customer relationship management
Financial Planning
Wills
Vacancy 1
#J-18808-Ljbffr