Senior Financial Advisor - Client Strategy
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Moneta Group, an independent Registered Investment Advisor, seeks a Senior Financial Advisor to partner with leadership in delivering comprehensive financial planning to high-net-worth clients. You will assess client situations, craft personalized plans, and recommend investments, retirement, estate, and tax strategies.
A CFP designation is required, CFA or equivalent credentials are a plus. The role emphasizes strong client relationships, ethical standards, and ongoing professional education to
The Senior Financial Advisor
- Client Strategy role at Moneta Group is now open for applications in Clayton, MO, United States.
We are looking to fill the Senior Financial Advisor
- Client Strategy position at Moneta Group in Clayton, MO, United States.
Join us at Moneta Group as our next Senior Financial Advisor
- Client Strategy in Clayton, MO, United States.
We are currently recruiting a Senior Financial Advisor
- Client Strategy for our team in Clayton, MO, United States.
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