CFP Financial Advisor — Independent RIA, Client-Focused

Moneta; Denver (CO); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

401k Match

Discretionary annual profit-sharing bonus

Job summary

Moneta, located in Denver, is searching for a Financial Advisor to guide clients in their financial journeys. You'll conduct in-depth analyses, provide investment advice, and develop tailored strategies that empower clients to achieve their financial goals.

This role emphasizes building strong client relationships and ensuring compliance with regulatory standards. Qualifications include a Bachelor's degree, relevant experience, and required licensing within specific timelines.

Join a firm dedicated to exceptional client service and supportive employee benefits.

Qualifications

• Minimum 3-5 years working as a client service advisor or related role.
• CFP or CFA designation required within 3 years if not previously held.
• Must be authorized to work in the United States.

Responsibilities

• Conduct thorough analyses of clients' financial situations.
• Advise clients on tax-efficient strategies to minimize liabilities.
• Assist in comprehensive retirement planning.

Skills

Financial Analysis

Investment Strategies

Tax Planning

Retirement Planning

Client Relationships

Education

Bachelor's degree

CFP, CFA, CPA/PFS, or JD

Tools

Orion

Money Guide Pro

Job description

Moneta, located in Denver, is searching for a Financial Advisor to guide clients in their financial journeys. You'll conduct in-depth analyses, provide investment advice, and develop tailored strategies that empower clients to achieve their financial goals.

This role emphasizes building strong client relationships and ensuring compliance with regulatory standards. Qualifications include a Bachelor's degree, relevant experience, and required licensing within specific timelines.

Join a firm dedicated to exceptional client service and supportive employee benefits.