Moneta Group

Advisor - Worcester, MA

Job Summary

Moneta is looking for financial advisors in Worcester, MA who want to serve clients holistically instead of being pigeonholed into a specialty. While specialized expertise is valued and celebrated at Moneta, we see ourselves as the Family CFO for our clients. This role is driven by relationships and deep understanding of their family so you can always do what is truly best for them. If you enjoy working with the entire puzzle rather than just one piece, an Advisor role at Moneta may be a perfect fit. The job offers both autonomy and purpose with the opportunity to develop mastery of your talent and technical skills through MonetaU.

 

The Advisor will work closely with the Partner and other Advisors in our Worcester, MA office to learn and advise on all aspects of the Family CFO business. 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 new client development and fact finding through financial action plans and reviews. In all client interactions our Advisors need to focus on the 'Why' for Moneta, which is “To empower people to navigate life’s path and protect what they cherish”.

 

Ranked among the Top 10 RIAs by Barron’s for three consecutive years (2018-2020), Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to our clients that only an independent company can offer. Advisors joining Moneta gain access to our large-scale resources without giving up their entrepreneurial independence.

Duties & Responsibilities

  • Work closely with the Partner to learn all aspects of Family CFO business.
  • Build deep, lasting relationships with clients and prospects.
  • Participate in client and prospect 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.
  • Commit to ongoing education to remain an authority in family CFO matters.
  • Develop new client relationships through networking and referrals.
  • Keep Partner informed on team and client issues.
  • Travel as necessary to meet with clients.
  • Ensure 'Why' of Moneta is incorporated into the duties and responsibilities of the role.

Qualifications

  • CFP required
  • CFA, CPA with tax expertise or JD with estate planning experience preferred
  • Minimum of five years working as a client service advisor
  • Familiarity with general investment offerings and portfolio strategies
  • Experience working in a team environment
  • Strong analytical skills
  • Ability to interact well with clients and team members

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