Independent Fiduciary Financial Advisor (Client‑Centric)

Moneta; Denver (CO); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Disability insurance

AD&D insurance

401k match

Profit-sharing bonus

Paid parental leave

Employee referral incentive program

Onsite wellness programs

Job summary

Moneta is an independent Registered Investment Advisor (RIA) seeking a Financial Advisor to guide clients through comprehensive financial planning, investment strategies, and ongoing relationship management. You will work within a fiduciary, fee-only framework to deliver tailored solutions and build lasting client partnerships.

The role emphasizes collaboration with the Investment Team, rigorous financial analysis, and adherence to regulatory standards as you help clients pursue long-term

Qualifications

• Bachelor's degree required.
• 3–5 years working as a client service advisor or related role.
• CFP, CFA, CPA/PFS with tax expertise, or JD with estate planning experience is a plus.
• Securities licensing: Series 65 or Series 7/66 within 60 days if CFP/CFA not held.
• CFP or CFA designation required within 3 years if not previously held.
• Must be authorized to work in the United States.

Responsibilities

• Conduct in-depth financial analyses of clients’ financial situations including retirement and estate planning.
• Develop and recommend investment strategies aligned with client goals and risk tolerance.
• Build and maintain strong client relationships and provide ongoing advisory support.
• Collaborate with investment and tax professionals to coordinate comprehensive plans.
• Ensure all recommendations comply with regulatory requirements.

Skills

Client service experience

Financial analysis

Investment strategies

Team collaboration

Education

Bachelor's degree

Tools

Orion

MoneyGuidePro

Job description

Moneta is an independent Registered Investment Advisor (RIA) seeking a Financial Advisor to guide clients through comprehensive financial planning, investment strategies, and ongoing relationship management. You will work within a fiduciary, fee-only framework to deliver tailored solutions and build lasting client partnerships.

The role emphasizes collaboration with the Investment Team, rigorous financial analysis, and adherence to regulatory standards as you help clients pursue long-term