Senior Financial Advisor

Company DescriptionAre you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control.  At Moneta, we've crafted a platform tailored by advisors, for advisors, offering unparalleled resources and growth opportunities.  Experience the best of both worlds – the support of a powerhouse organization and the autonomy of an independent business owner.  Join us in revolutionizing the future of independent entrepreneurship! 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 DescriptionAs a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. You'll be at the forefront of client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact!Essential ResponsibilitiesWork closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO businessKeep Partner informed on team and client issuesLead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviewsPrepare and/or review financial action plans and projections put together by team membersFacilitate 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 strategiesDevelop 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 expertiseHelp to lead firm and team in strategic planning discussions and execute visionAssist team to enhance training and deliver absorbable reporting to the clientTeach systems knowledge and efficiency within Moneta University learning management platformCollaborate with the Partner to carry out marketing and business development opportunitiesParticipate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team membersConduct annual performance appraisals for direct reportsAssist in interviewing and hiring of team membersChampion team vision and lead by exampleTravel as necessary to meet with clientsCommitment to ongoing education to remain an authority in family CFO mattersQualificationsSeries 65 required, or achievement of license required within 60 days of employmentB.S. Business or Finance required; MBA or J.D. preferredCFP, CPA, or CFA requiredTen or more years of relevant experience offering holistic financial planning adviseExperience within the wealth management, registered investment advisory space preferredAdditional InformationMoneta 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 holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match – 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta 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.