Family Office Advisor - Saint Louis, United States - Moneta

Moneta Saint Louis, United States

1 week ago

Description

Job Description

Job DescriptionCompany Description

Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don't have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta is a fee only independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

Job Description

The Advisor will work closely with the Partner and other members of the Family Office Team to analyze and advise multi-generational families of significant wealth on all aspects of wealth management including investments, tax planning, estate planning, family governance and strategy, wealth education, risk management, philanthropy planning, and more. The Family Office Advisor is expected to provide exceptional client service to Family Office clients, have an analytical approach, be proactive, and team oriented.

Essential Responsibilities

Coordinate closely with and take direction from Partners to manage overall client relationship
Prepare and present client projects and reports
Coordinate preparation of and review client meeting materials
Analyze and/or direct investment portfolio recommendations
Research, implement, and coordinate strategies across all areas of wealth management including estate planning, income tax, insurance, wealth education, charitable giving, and beyond
Manage and complete follow-up items from client meetings and conversations and respond to client requests or questions
Build deep and trusting relationships with clients
Attend and lead portions of client meetings
Commit to ongoing learning to remain an authority on Family Office matters

Qualifications

BA or BS undergraduate degree from a four-year institution
Minimum of five years of experience in investments, tax, and/or estate planning
CPA or JD preferred but not required
CFP is required within first two years of employment (if designation not already held)

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

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
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

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.

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