Moneta Group

  • Advisor

  • Job Summary

    the Family CFO business. We seek someone with a CPA or JD background who is ready to shift their career to a career path they can control. This Advisor will work with partners to give the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more. Our Advisors are expected to participate and lead client meetings, as well as work with clients and prospects in prospecting and fact finding through financial action plans and annual reviews. The right Advisor has strong experience in tax or audit as a CPA, or estate planning as a JD. In all client interactions our Advisors need to focus on the 'Why' and 'How' for Moneta. 

    Duties & Responsibilities

    • Work closely with the Partner to learn all aspects of Family CFO business
    • Keep Partner informed on team and client issues
    • Participates in client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
    • Prepare and/or review financial action plans put together by team members
    • Identify and incorporate value-added analysis
    • Work with Partner to facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
    • Build deep, lasting relationships with clients
    • Commit to ongoing education to remain an authority in family CFO matters
    • Ensure 'Why' and 'How' of Moneta are incorporated into the duties and responsibilities of the role


    • CPA with tax or audit experience or JD with estate planning experience preferred
    • Desire to pursue CFA or CFP
    • Experience monitoring and evaluating investments
    • Demonstrated proficiency in Microsoft Office applications including Excel
    • Experience working in a team environment
    • Strong analytical skills
    • Ability to interact well with clients and employees

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