The Advisor will work closely with the Partners and other Advisors on the team to learn and advise on all aspects of the Family CFO business as we expand in the Denver, CO market. We are open to various backgrounds including CFA Charterholders, CFP, JD, and CPA professionals who are ready to control their career path. 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. In all client interactions our Advisors need to focus on the 'Why' for Moneta.