Senior Advisor

Summary

The Senior Financial Advisor will work closely with the Partner and other Advisors on the client team to provide comprehensive financial advice to our clientele of high-net-worth and ultra-high-net-worth individuals, families, and institutions. This position requires a Certified Financial Planner® (CFP) designation and will work with partners to assess clients' financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions.

Essential Responsibilities

• Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of the financial planning business.
• Maintain frequent communication with the Partner on team and client issues.
• Lead client meetings to understand their financial goals, needs, and risk tolerance through comprehensive consultations and assessments.
• Prepare and/or review financial action plans and projections compiled by team members.
• 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.
• 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.
• Aid the team to enhance training and deliver information in a format understandable by the client.
• Collaborate with the Partner to carry out marketing and business development opportunities.
• Participate in Moneta Executive Mentorship program as well as provide coaching, mentoring, and training to team members.
• Conduct annual performance appraisals for direct reports, as well as assist in interviewing and hiring team members.
• Travel as necessary to meet with clients.

Qualifications

• Certified Financial Planner® (CFP), and/or Certified Financial Analyst® (CFA), (minimum of one required to be registered)
• Bachelor's degree required
• 10 or more years of relevant and progressively more complex experience, in one or more of the seven subject areas defined by the CFP board.
• Minimum of 3-5 years working as a client service advisor
• Certified Public Accountant® (CPA) with tax expertise, or Juris Doctor (JD) with estate planning experience (a plus)

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 well-being 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