Moneta is searching for a Advisor to join a Partner Team in our Denver, CO office. 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 business. 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.
If interested you can apply to this Advisor role on our Careers page: https://monetagroup.com/careers/