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Moneta · 3 months ago

Advisor, CFP

1900 Shawnee Mission Parkway, Mission Woods, KS, United States

Full-time

Onsite

Mid, Senior Level

3+ years exp

Moneta is one of the nation’s largest independent Registered Investment Advisors, providing a full spectrum of financial advisory services. The Advisor will work closely with the Partner and other Advisors to provide client-focused financial advice on investment strategies, retirement planning, and more while building lasting relationships with clients.

BankingConsultingFinancial Services

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

Qualification

CFPCFACPA/PFSJD with estate planningTax expertiseInvestment strategiesAnalytical skillsTeam environmentClient interactionSeries 65

Required

CFP, CFA, (minimum of one required to be registered)

Bachelor's degree required

Minimum of 3-5 years working as a client service advisor

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

Preferred

CPA /PFS with tax expertise, or JD with estate planning experience preferred

Benefits

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

Company

Moneta

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer.

Founded in 1869

St Louis, Missouri, USA

501-1000 employees