Associate Advisor

Overview

Join our dynamic team as an Associate Advisor and step into the heart of our Family CFO business. At Moneta, we’re dedicated to providing comprehensive financial guidance, from investment strategies to retirement planning, education savings, tax strategies, estate planning, and beyond.

• Work closely with the Team Partners to learn all aspects of Family CFO business.
• Keep Partners informed on team and client issues.
• Manage relationships with CPA, Attorneys, and other third parties on services for clients including access, documents, and review and analysis.
• Prepare and/or review financial action plans and notes put together by team members.
• Demonstrate knowledge consistent with preparation of Financial Action Plans and recommendations for a client’s financial situation.
• Participate in client meetings, following up with Advisor/Partner to understand client financial goals, needs, and risk tolerance through comprehensive consultations and assessments.
• Develop understanding of complex estate, tax planning, insurance needs, and investment‑planning knowledge through training, client meetings, working with Advisors and Partners.
• Communicate details on clients’ financial position, moving into first‑line communication with client.
• Work with Partners to facilitate services for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies.
• Operate as Enterprise Service Team liaison working directly with departments on team training, adoption of key processes, and strategy implementation.
• Manage team projects and due diligence.
• Travel as necessary to meet with clients.

• CFP preferred but required within three years.
• 3‑5 years working with clients and serving as a Client Service Manager or industry equivalent role.
• Series 65 required, or achievement of license required within 60 days of employment.
• Experience monitoring and evaluating investments.
• Experience in Microsoft Office, Salesforce, Orion, Money Guide Pro preferred.
• Expected transition to Advisor within 1 to 3 years.
• Must be authorized to work in the United States.

• Paid holidays.
• Paid time off (PTO).
• Employer cost‑shared medical and dental insurance.
• Employer‑paid short‑term disability, long‑term disability, AD&D insurance, and basic life insurance.
• 401k Match – 50% of employee contributions up to 6% of compensation.
• Discretionary annual profit‑sharing bonus.
• Paid parental leave.
• Employee referral incentive bonus program.
• Onsite wellness programs & rewards.

Moneta is a fiduciary fee‑only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.