Senior Financial Advisor - Client Strategy

Moneta Group

Clayton (MO)

On-site

USD 120,000 - 190,000

Full time

2 days ago

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Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Disability insurance (short/long) and

Life insurance

401k match

Job summary

Moneta Group, an independent Registered Investment Advisor, seeks a Senior Financial Advisor to partner with leadership in delivering comprehensive financial planning to high-net-worth clients. You will assess client situations, craft personalized plans, and recommend investments, retirement, estate, and tax strategies.

A CFP designation is required, CFA or equivalent credentials are a plus. The role emphasizes strong client relationships, ethical standards, and ongoing professional education to

Qualifications

CFP designation or CFA designation (preferred)
10+ years of relevant experience
Experience with high-net-worth clients and complex financial planning

Responsibilities

Lead client meetings to understand goals, risk tolerance, and financial needs
Develop and present comprehensive financial plans and investment strategies
Coordinate retirement, estate, tax, education planning, and insurance needs
Mentor teammates and contribute to firm strategic planning and business development
Collaborate with Partner teams on client service and marketing initiatives

Skills

Client relationship management

Financial analysis

Regulatory knowledge

Leadership / mentoring

Education

Bachelor's degree

Job description

A CFP designation is required, CFA or equivalent credentials are a plus. The role emphasizes strong client relationships, ethical standards, and ongoing professional education to

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