Associate Advisor
Moneta
Full-time
On-site
Clayton Missouri United States
Automotive Service Advisor / Writer
Company Description
MONETA is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.
For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.
Job Description
Join our dynamic team as an Associate Advisor and step into the heart of our Family CFO business. At Moneta, we're dedicated to providing comprehensive financial guidance, from investment strategies to retirement planning, education savings, tax strategies, estate planning, and beyond.
Essential Responsibilities
Work closely with the Team Partners to learn all aspects of Family CFO business
Keep Partners informed on team and client issues
Manage relationship with CPA, Attorneys, and other third parties on services for clients including access, documents and review and analysis
Prepare and/or review financial action plans and notes put together by team members
Participate in client meetings
Communicate details on clients’ financial position, moving into first line communication with client
Work with Partners and to facilitate services for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Operate as Enterprise Service Team liaison working directly with departments on team training, adoption of key processes and strategy implementation
Manage team projects such as AUM reporting and due diligence
Travel as necessary to meet with clients
Build deep, lasting relationships with clients
Commit to ongoing education to remain an authority in family CFO matters
Qualifications
CFP preferred but required within three years
3-5 years working with clients and serving as a Client Service Manager or industry equivalent role
Series 65 required, or achievement of license required within 60 days of employment
Experience monitoring and evaluating investments
Experience in Microsoft Office, Salesforce, Orion, Money Guide Pro 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:
This is a full-time, exempt, salary position
Starting salary in the range of $90,000 - $110,000
Discretionary annual bonus incentives offered
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 is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.
For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.
Job Description
Join our dynamic team as an Associate Advisor and step into the heart of our Family CFO business. At Moneta, we're dedicated to providing comprehensive financial guidance, from investment strategies to retirement planning, education savings, tax strategies, estate planning, and beyond.
Essential Responsibilities
Work closely with the Team Partners to learn all aspects of Family CFO business
Keep Partners informed on team and client issues
Manage relationship with CPA, Attorneys, and other third parties on services for clients including access, documents and review and analysis
Prepare and/or review financial action plans and notes put together by team members
Participate in client meetings
Communicate details on clients’ financial position, moving into first line communication with client
Work with Partners and to facilitate services for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Operate as Enterprise Service Team liaison working directly with departments on team training, adoption of key processes and strategy implementation
Manage team projects such as AUM reporting and due diligence
Travel as necessary to meet with clients
Build deep, lasting relationships with clients
Commit to ongoing education to remain an authority in family CFO matters
Qualifications
CFP preferred but required within three years
3-5 years working with clients and serving as a Client Service Manager or industry equivalent role
Series 65 required, or achievement of license required within 60 days of employment
Experience monitoring and evaluating investments
Experience in Microsoft Office, Salesforce, Orion, Money Guide Pro 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:
This is a full-time, exempt, salary position
Starting salary in the range of $90,000 - $110,000
Discretionary annual bonus incentives offered
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.