Senior Financial Advisor - HNW Wealth & Strategy

Moneta Group Investment Advisors LLC; Clayton (MO); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical andDental

Employer-paid disability and life保险

401k Match – 50% up to 6%

Profit-sharing bonus

Paid parental leave

Employee referral incentive bonus

Onsite wellness programs

Job summary

Moneta Group Investment Advisors LLC in Clayton, MO is seeking a Senior Financial Advisor to work closely with Partners and Advisors to deliver comprehensive financial guidance to our clientele of high-net-worth individuals, families, and institutions.

The role requires CFP designation and extensive experience; you will lead client meetings, develop plans, and coordinate strategies across investment, tax, retirement, and estate planning with a commitment to ethical standards.

Qualifications

• CFP and/or CFA designation; minimum one required to be registered.
• Series 65 or Series 7/66 licensing within 60 days if CFP/CFA not held.
• Bachelor's degree required.
• 10+ years of relevant, progressively more complex experience in CFP board areas.
• Minimum 3–5 years as a client service advisor.
• CPA with tax expertise or JD with estate planning experience is a plus.

Responsibilities

• Work with Partner teams as subject matter expert on financial planning.
• Lead client meetings to assess goals, needs, and risk tolerance.
• Develop and review financial action plans and projections.
• Provide investment management, retirement, education, tax, and estate planning services.
• Develop and source new business via prospect and referral pipelines.
• Mentor team members and participate in training and development.

Skills

Client relationship management

Financial analysis

Regulatory compliance

Mentoring and training

Strategic planning

Education

Bachelor's degree

CFP or CFA designation

CPA or JD a plus

Tools

Series 65

Series 7

Series 66

Job description

Moneta Group Investment Advisors LLC in Clayton, MO is seeking a Senior Financial Advisor to work closely with Partners and Advisors to deliver comprehensive financial guidance to our clientele of high-net-worth individuals, families, and institutions.

The role requires CFP designation and extensive experience; you will lead client meetings, develop plans, and coordinate strategies across investment, tax, retirement, and estate planning with a commitment to ethical standards.