Moneta is looking for financial advisors who want to serve clients holistically instead of being pigeonholed into a specialty. While specialized expertise is valued and celebrated at Moneta, we see ourselves as the Family CFO for our clients. This role is driven by relationships and deep understanding of their family so you can always do what is truly best for them. If you enjoy working with the entire puzzle rather than just one piece, an Advisor role at Moneta may be a perfect fit. The job offers both autonomy and purpose with the opportunity to develop mastery of your talent and technical skills through MonetaU.
The Advisor will work closely with the Partner and other Advisors on the team to learn and advise on all aspects of the Family CFO business. This Advisor will work with Partners to give the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies and more. Our Advisors are expected to participate and lead client meetings, as well as work with clients and prospects in new client development and fact finding through financial action plans and reviews. In all client interactions our Advisors need to focus on the 'Why' for Moneta, which is “To empower people to navigate life’s path and protect what they cherish”.
Ranked among the Top 10 RIAs by Barron’s for three consecutive years (2018-2020), Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to our clients that only an independent company can offer. Advisors joining Moneta gain access to our large-scale resources without giving up their entrepreneurial independence.