Moneta Group

  • Financial Advisor Wealth Management CFP®, CPA, J.D., or CFA®

  • Job Summary

    Advisors at Moneta have the technical ability to facilitate services including portfolio management, education planning, business planning, and beyond.  More importantly, they seek to understand each client’s unique situation, see possibilities for exceptional service, forge lasting relationships, and are wired to do the right thing always.


    Advisors at Moneta Group also have the unique opportunity to advance their careers in a long-term and intentional way. Our Partner in Training program offers a clear career path for those interested in being part of our sustainable business model, which facilitates lifetime client relationships and a rewarding career development platform for those interested in investing in themselves and the firm.

    Duties & Responsibilities

    • Works closely with the Partner to learn all aspects of Family CFO business; keeps Partner informed on team and client issues
    • Participates in client meetings; first interview, confidential fact-finding, financial action plan solution, implementation and review meetings
    • Prepares and/or reviews financial action plans; identifies and incorporates value-added analysis such as retirement sufficiency, education funding, estate planning; identifies and incorporates planning opportunities and investment solutions such as rebalancing, cash needs, and Roth IRA conversions
    • Works with the Partner 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 and philanthropic strategies
    • Provides expertise in issues faced by closely-held businesses, including executive compensation arrangements, business succession planning, tax services and managing employee retirement plans (including pensions, 401(k)s, 403(b)s, profit-sharing plans and non-qualified plans)
    • Commits to ongoing education to remain an authority in Family CFO matters; completes continuing education requirements to maintain licenses
    • Builds deep, lasting relationships with clients
    • Establishes and maintains an exemplary reputation in the firm and the community
    • Fosters an environment of open, honest, and timely communication
    • Ensures the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position


    • Bachelor’s degree
    • State requirements for Investment Advisor Representative must be met within 60 days of being hired
    • In addition to the state registration requirements referenced above, to be named a Moneta Group Advisor, one must possess a JD, CPA, CFP®, CFA® or Master’s degree from an accredited institution
    • Must have CFP® or CFA® within three years of being hired
    • Four years or more of relevant experience
    • Proficient in Microsoft Office applications
    • Passion for Family CFO concept and Registered Investment Advisory model
    • Strong analytical skills
    • Ability to interact well with clients and all employees
    • Authorization to work in the U.S. without durational restrictions

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