Description
Moneta is hiring a Senior Financial Advisor to work with Partners and other advisors serving high-net-worth and ultra-high-net-worth individuals, families, and institutions. The role provides comprehensive financial planning, investment strategy, retirement, insurance, tax, estate, and other advisory services; develops new business; supports firm strategy, training, technology testing, and team development; and requires travel as needed. The position requires a CFP or CFA designation, Series 65 or Series 7/66 licensing, a bachelor's degree, and 10 or more years of relevant experience, with CPA or JD qualifications preferred.
