Moneta Group Clayton , MO 63105
Posted 1 week ago
Company Description
Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. At Moneta, we're not just about financial services. We're about building lasting connections and delivering outstanding service to clients worldwide. Join us in our mission to go above and beyond for our clients and be a part of a firm that offers a diverse range of solutions to meet their unique needs.
Job Description
Collaborate closely with Partner Teams and fellow Advisors, tackling unique and complex client situations. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. Lead client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to make a meaningful impact.
Essential Responsibilities
Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
Keep Partner informed on team and client issues
Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
Prepare and/or review financial action plans and projections put together by team members
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
Develop and source new business with prospect and referral pipeline
Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
Help to lead firm and team in strategic planning discussions and execute vision
Assist team to enhance training and deliver absorbable reporting to the client
Teach systems knowledge and efficiency within Moneta University learning management platform
Collaborate with the Partner to carry out marketing and business development opportunities
Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
Conduct annual performance appraisals for direct reports
Assist in interviewing and hiring of team members
Champion team vision and lead by example
Travel as necessary to meet with clients
Commitment to ongoing education to remain an authority in family CFO matters
Qualifications
Series 65 required, or achievement of license required within 60 days of employment
B.S. Business, Accounting, or Finance required; MBA or J.D. preferred
CFP, CPA, or CFA required
Ten or more years of relevant industry experience preferred
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.
Moneta Group