Senior Financial Advisor
Posted on Sep 28, 2024 by Moneta
Clayton, MO
Finance
Immediate Start
Annual Salary
Full-Time
Job Description
As a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. You'll be at the forefront of client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact!
Essential Responsibilities
Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
Keep Partner informed on team and client issues
Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
Prepare and/or review financial action plans and projections put together by team members
Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Develop and source new business with prospect and referral pipeline
Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
Help to lead firm and team in strategic planning discussions and execute vision
Assist team to enhance training and deliver absorbable reporting to the client
Teach systems knowledge and efficiency within Moneta University learning management platform
Collaborate with the Partner to carry out marketing and business development opportunities
Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
Conduct annual performance appraisals for direct reports
Assist in interviewing and hiring of team members
Champion team vision and lead by example
Travel as necessary to meet with clients
Commitment to ongoing education to remain an authority in family CFO matters
As a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. You'll be at the forefront of client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact!
Essential Responsibilities
Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
Keep Partner informed on team and client issues
Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
Prepare and/or review financial action plans and projections put together by team members
Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Develop and source new business with prospect and referral pipeline
Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
Help to lead firm and team in strategic planning discussions and execute vision
Assist team to enhance training and deliver absorbable reporting to the client
Teach systems knowledge and efficiency within Moneta University learning management platform
Collaborate with the Partner to carry out marketing and business development opportunities
Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
Conduct annual performance appraisals for direct reports
Assist in interviewing and hiring of team members
Champion team vision and lead by example
Travel as necessary to meet with clients
Commitment to ongoing education to remain an authority in family CFO matters
Reference: 202631896
https://jobs.careeraddict.com/post/95633282
Senior Financial Advisor
Posted on Sep 28, 2024 by Moneta
Clayton, MO
Finance
Immediate Start
Annual Salary
Full-Time
Job Description
As a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. You'll be at the forefront of client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact!
Essential Responsibilities
Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
Keep Partner informed on team and client issues
Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
Prepare and/or review financial action plans and projections put together by team members
Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Develop and source new business with prospect and referral pipeline
Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
Help to lead firm and team in strategic planning discussions and execute vision
Assist team to enhance training and deliver absorbable reporting to the client
Teach systems knowledge and efficiency within Moneta University learning management platform
Collaborate with the Partner to carry out marketing and business development opportunities
Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
Conduct annual performance appraisals for direct reports
Assist in interviewing and hiring of team members
Champion team vision and lead by example
Travel as necessary to meet with clients
Commitment to ongoing education to remain an authority in family CFO matters
As a Senior Financial Advisor, you'll collaborate closely with Partner Teams and fellow Advisors, tackling unique client situations head-on. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. You'll be at the forefront of client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to showcase the 'Why' behind Moneta. Join us and make a meaningful impact!
Essential Responsibilities
Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
Keep Partner informed on team and client issues
Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
Prepare and/or review financial action plans and projections put together by team members
Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Develop and source new business with prospect and referral pipeline
Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
Help to lead firm and team in strategic planning discussions and execute vision
Assist team to enhance training and deliver absorbable reporting to the client
Teach systems knowledge and efficiency within Moneta University learning management platform
Collaborate with the Partner to carry out marketing and business development opportunities
Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
Conduct annual performance appraisals for direct reports
Assist in interviewing and hiring of team members
Champion team vision and lead by example
Travel as necessary to meet with clients
Commitment to ongoing education to remain an authority in family CFO matters
Reference: 202631896
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