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Moneta · 1 day ago

Advisor, CFP

Moorestown, NJ

Full-time

Onsite

Mid, Senior Level

3+ years exp

Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) focused on enhancing client service for financial advisors. The Advisor will work closely with the Partner and other Advisors to provide comprehensive financial advice and engage in client meetings, ensuring exceptional service and relationship building.

Financial ServicesMobile PaymentsPayments

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

Commit to ongoing education to remain an authority in family CFO matters

Qualification

CFPCFASeries 65CPAPFSJDSeries 7Series 66Client serviceFinancial planning

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

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