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.