Senior Advisor: Client Referral & Growth; CFP
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Moneta Group Investment Advisors LLC in the St. Louis area seeks a Senior Advisor for Client Referral Programs.
This hybrid role blends senior client advisory with leadership of referral-driven growth and comprehensive wealth planning. The ideal candidate holds a CFP designation (CFP required) and collaborates with the Director of Strategic Growth Initiatives to assess client needs, develop financial plans, and recommend investment, insurance, and retirement strategies.
We are currently recruiting a Senior Advisor:
Client Referral & Growth (CFP) for our team in Clayton, MO, United States.
Learn more about the Senior Advisor:
Client Referral & Growth (CFP) role in the description above.
We appreciate your interest in this position.
Join Moneta Group Investment Advisors LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).