Senior Advisor, Client Referrals & Growth; CFP/CFA)
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Finance & Banking
Job Description & How to Apply Below
Moneta is recruiting a Senior Advisor for Client Referral Programs to blend high-level client advisory with business development. The role centers on strengthening referral sources, guiding comprehensive financial planning for referred clients, and expanding the firm’s wealth management capabilities.
CFP or CFA credentials are required, with Series 65 (or 7/66) licensing expected. Travel is a regular aspect of the position.
This position is for the Senior Advisor, Client Referrals & Growth (CFP/CFA) role at Moneta.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Advisor, Client Referrals & Growth (CFP/CFA) role in the description above.
We appreciate your interest in this position.
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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).
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