Independent Financial Advisor; CFP/CFA Client Focus
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-07-18
Listing for:
Moneta Group Investment Advisors LLC
Contract
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Moneta Group Investment Advisors LLC is seeking a Financial Advisor who can guide clients through financial journeys with personalized strategies and comprehensive planning. You will collaborate with our Investment Team to craft strategies, analyze markets, and build lasting client relationships.
The role emphasizes tax planning, retirement options, and estate planning, leveraging tools like Orion and Money Guide Pro to present clear, tailored solutions.
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