Associate Advisor: Family CFO Financial Planning

Moneta seeks an Associate Advisor for its Family CFO business in Clayton, Missouri. The role involves managing client relationships, preparing financial plans, and facilitating various financial services. Qualifications include a Bachelor's degree, CFP certification (preferred), and 3-5 years in a similar role, along with Series 65 licensing. Comprehensive benefits, including medical insurance and paid leave, are offered. This position is full-time with opportunities for professional development.
#J-18808-Ljbffr