Description
Moneta is hiring a Senior Financial Advisor to provide comprehensive financial advice to high-net-worth, ultra-high-net-worth, family, and institutional clients. The role partners with the Partner and other advisors to assess financial situations, develop personalized plans, recommend investment and retirement solutions, lead client meetings, develop new business, support technology and strategic planning, mentor team members, and conduct performance appraisals. Candidates must hold a CFP or CFA designation, have a bachelor's degree, at least 10 years of relevant progressively complex experience, and at least 3–5 years of client service advisor experience; Series 65 or Series 7/66 licensing is required within 60 days of hire if the designation was not previously held. Benefits include medical and dental insurance, paid time off, retirement matching, profit sharing, and professional development.
