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Wealth Transfer Strategy MD UHNW Families
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-06-29
Listing for:
Moneta Group Investment Advisors LLC
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Moneta Group Investment Advisors LLC is seeking a Managing Director of Wealth Transfer Strategy to provide advanced estate planning and customized solutions for ultra-high-net-worth clients. The candidate must excel in communication and problem-solving, with a minimum of 10 years' experience in estate planning.
This role emphasizes collaboration across teams and clients, requiring a strong background in wealth transfer strategies. Comprehensive benefits and a focus on team growth are key aspects of the position.
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