Moneta Group

Retirement Plan Advisor

Job Summary

The Advisor will work closely with the Partner and other Advisors on a Retirement Team to learn and advise on all aspects of the Retirement/401(k) business. This Advisor will work with Partners to give the appropriate advice for clients on issues ranging from investment strategies to participant education programs within our 401(k) practice. Our Advisors are expected to participate and lead client meetings as well as work directly with retirement plan participants. In all client interactions our Advisors need to reinforce the 'Why' for Moneta. 

 

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.

Duties & Responsibilities

  • Work closely with Partners and other Advisors to learn all aspects of Retirement/401(k) practice
  • Manage all aspects of relationship with 401(k) advisory clients
  • Build deep, lasting relationships with clients and prospects
  • Facilitate and attend client review meetings
  • Deliver and manage participant education programs
  • Identify and incorporate value-added analysis
  • Work with Partner to facilitate services for client including investment menu design, plan design consulting, education planning, and fiduciary consulting
  • Commit to ongoing education to remain an authority in retirement plan and 401(k)
  • Field participant phone calls
  • Keep Partner informed on team and client issues
  • Work within a team setting to evaluate and modify client service
  • Travel as necessary to meet with clients
  • Ensure 'Why' of Moneta are incorporated into the duties and responsibilities of the role

Qualifications

  • Series 65 preferred
  • 5+ years experience in the retirement advising or 401(k) industry
  • Proficient in Microsoft Office Suite (Word, Excel, Powerpoint)
  • Familiarity with general investment offerings and defined contribution investment landscape
  • Experience working in a team environment with strong team player mentality
  • Service oriented work ethic
  • Excellent written and verbal communication skills
  • Strong analytical skills
  • Interest and comfort with presenting to participants including groups and individuals
  • Ability to interact well with clients and team members

 

Value of Being a Moneta Employee

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families.  This commitment is consistent with Moneta’s WHY: “To empower people to navigate life’s path and protect what they cherish.”

  • Paid Holidays
  • Paid Time Off
  • 401k Match – 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • Paid Pregnancy and Parental Leave
  • Professional Development Reimbursement
  • Paid Volunteer Time Off
  • Employee Referral Incentive Program
  • Onsite Wellness Programs & Rewards
  • Employee Assistance Program (EAP)
  • Employee Engagement Activities
  • Company Sponsored Food Trucks and Fishbowl Friday Events
  • Complimentary Fresh Fruit, Soda & Snacks
  • Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance

Why Moneta

  • After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was named among the “Top Workplaces USA” award winners for 2021. Moneta also won a 2021 Top Workplaces Industry Award for “Financial Services” along with three Culture Excellence Awards for “Clued-In Leaders,” “Communication” and “Innovation.”
  • MonetaU​, our firm’s Talent and Organization Development program, tangibly demonstrates the value Moneta places on its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm.
  • Moneta Charitable Foundation provides funding for 501(c)(3) organizations with a primary focus on financial literacy, children, education, the elderly, and community needs.
    • In addition to the Foundation’s annual partnerships, as well as its employee-nominated service and support grants, each month one Moneta employee is randomly selected to receive a Good Fortune Grant to direct to a charity of their choosing.
    • Through the end of 2021, each member of Team Moneta can participate in one or all of the firm’s Momentum Wellness Partnership activities. When you prioritize your health, you give back to those in need across the St. Louis, Denver, Boston, and Kansas City communities.

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