Senior Financial Advisor | HNW Planning & Strategy

Moneta; Clayton (MO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

401k Match - 50% of employee contributions up to 6%

Discretionary annual profit-sharing bonus

Job summary

Moneta is seeking a Senior Financial Advisor in Clayton, Missouri, to provide comprehensive financial advice to high-net-worth clients and institutions. As a partner, you'll develop personalized financial plans and investment strategies, requiring a CFP designation and a strong understanding of financial markets.

The ideal candidate will have 10+ years of experience, with strong interpersonal skills and proficiency in financial analysis and regulatory compliance. We offer comprehensive benefits, including paid holidays, PTO, and medical insurance.

Qualifications

• 10+ years of complex experience in areas defined by the CFP board.
• 3-5 years of experience as a client service advisor.
• Series 65 or combination of Series 7 and 66 required.

Responsibilities

• Work closely with Partner teams and serve as a subject matter expert.
• Lead client meetings to understand their financial goals.
• Prepare and review financial action plans.

Skills

Interpersonal skills

Financial analysis

Regulatory compliance

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planner® (CFP)

Certified Financial Analyst® (CFA)

Job description

Moneta is seeking a Senior Financial Advisor in Clayton, Missouri, to provide comprehensive financial advice to high-net-worth clients and institutions. As a partner, you'll develop personalized financial plans and investment strategies, requiring a CFP designation and a strong understanding of financial markets.

The ideal candidate will have 10+ years of experience, with strong interpersonal skills and proficiency in financial analysis and regulatory compliance. We offer comprehensive benefits, including paid holidays, PTO, and medical insurance.