Moneta Group

Advisor - Boulder, CO

Job Summary

The Advisor will work closely with the Partner and other colleagues on the team to learn and advise on all aspects of the Family CFO and Family Office businesses in our Boulder, CO office. This Advisor will provide the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education planning, tax planning strategies, risk management planning, estate and philanthropic planning, and more. Our Advisors are expected to prepare, participate, and lead client review meetings, as well as work with prospective new clients from the fact-finding phase through financial action planning presentation and implementation of recommendations. 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 and Family Office 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
  • Minimum of five years working as a client service advisor
  • Ability to interact well with clients and team members
  • Familiarity with general investment offerings and portfolio strategies
  • Strong analytical skills
  • Tax expertise preferred (CPA or EA)
  • JD with estate planning experience a plus

Compensation

  • Salary: $75,000 to $95,000 base salary
  • Annual discretionary team bonus averaging 5% of annual base salary
  • Variable compensation available based revenue generated from your business development efforts
  • 401(k) match of 50% up to 6% contribution, eligibility begins after the first full year of employment
  • Discretionary Profit Sharing, eligibility begins after the first full year of employment
  • Medical, Dental, and Vision insurance
  • Pregnancy Leave
  • 18 days of PTO in first full calendar year and 9 paid holidays
  • Pet insurance
  • Life and AD&D insurance

Job Link

If interested you can apply to this Advisor role on our Careers page: https://monetagroup.com/careers/

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