St. Louis, Missouri, United States · On-site
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Financial planning, Investment management, Retirement planning, Estate planning, Tax planning
St. Louis, Missouri, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Administrative support, Client relations, Workflow optimization, Microsoft Office, Data entry
St. Louis, Missouri, United States · On-site
Moneta is seeking a Data Systems Engineer to serve as the critical link between our technology environment and the operational data needs of our client teams. This is not a traditional data engineering role focused exclu…
Skills: Sql, Python, Microsoft Fabric, Sql Server, Snowflake
St. Louis, Missouri, United States · On-site
A high-impact role for a proactive operator who brings structure, momentum, and sound judgment to a growing business. Reports to: Partner | Classification: Non-Exempt This is not a traditional administrative support role…
Skills: Executive support, Business operations, Calendar management, Project management, Process improvement
Clayton, Missouri, United States · On-site
$25/hr
Job Summary Moneta is seeking a temporary, part-time Client Support Specialist to assist with a firm-wide Engagement Agreement repapering project and support related operational initiatives. This role will help centraliz…
Skills: Data entry, Documentation, Process improvement, Financial services operations, Microsoft Office
St. Louis, Missouri, United States · On-site
This role serves as the operational and project management hub for the retirement plan advisory team, driving cross-functional initiatives and managing critical deadlines across client deliverables, service provider rela…
Skills: Retirement plan administration, 401(k) management, Profit sharing programs, Project management, Client relationship management
St. Louis, Missouri, United States · On-site
This role serves as the operational and project management hub for the retirement plan advisory team, driving cross-functional initiatives and managing critical deadlines across client deliverables, service provider rela…
Skills: Retirement plan administration, Project management, Client relationship management, 401(k) plans, Profit sharing programs
Clayton, Missouri, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Client Relationship Management, Retirement Plan Administration, Financial Operations, Microsoft Excel, Microsoft PowerPoint
Clayton, Missouri, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Client Relationship Management, Retirement Plan Administration, Financial Operations, Microsoft Excel, Microsoft PowerPoint
St. Louis, Missouri, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Client Relationship Management, Wealth Management, Financial Trading, Client Onboarding, Account Maintenance
Clayton, Missouri, United States · On-site
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our …
Skills: LMS Administration, Product Ownership, Performance Management, Strategic Roadmap Development, Talent Metrics Analysis
Clayton, Missouri, United States · On-site
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our …
Skills: Instructional Design, Facilitation, Curriculum Development, Technical Writing, E-learning Development
St. Louis, Missouri, United States · On-site
Job Summary The Investment Operations Specialist supports the processing and administration of public and private market investment transactions on behalf of client-facing advisory teams. This role serves as a primary po…
Skills: Investment Operations, Alternative Investment Processing, Fund Reconciliation, AML/KYC Compliance, SEC Regulations
Clayton, Missouri, United States · On-site
Job Summary Working closely with the entire Investments team, this role is responsible for the day-to- day management and maintenance of accounts in our turnkey asset management platform Eclipse. With your hands in every…
Skills: Portfolio Management, Trading, Account Balancing, Cash Management, Tax Loss Harvesting
Worcester, Massachusetts, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Client Relationship Management, Wealth Management, Financial Trading, Client Onboarding, Account Maintenance
Wellesley, Massachusetts, United States · On-site
Moneta is searching for a service-minded Finance professional to join one of our Partner teams as a Senior Client Service Manager. As a Senior Client Service Manager, you will work directly with the team’s Advisors…
Skills: Client Relationship Management, Financial Planning, Investment Trading, Estate Planning, Tax Planning
Denver, Colorado, United States · On-site
$120k–$150k/yr
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Financial Analysis, Investment Strategies, Tax Planning, Retirement Planning, Estate Planning
St. Louis, Missouri, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Investment Analysis, Retirement Planning, Cash Flow Management, Tax Planning, Estate Planning
St. Louis, Missouri, United States · On-site
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our …
Skills: TypeScript, React, React Native, Node.js, PostgreSQL
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The Senior Advisor will lead client meetings to develop personalized financial plans and provide comprehensive advice on investment, retirement, and estate strategies. They are also responsible for business development, mentoring team members, and serving as a subject matter expert within the firm.
Candidates must hold a CFP or CFA designation and possess at least 10 years of relevant experience in financial planning. A bachelor's degree is required, along with proficiency in financial analysis and the ability to maintain regulatory compliance.
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Summary
The Senior Financial Advisor will work closely with the Partner and other Advisors on the client team to provide comprehensive financial advice to our clientele of high-net-worth and ultra-high-net-worth individuals, families, and institutions. This position requires a Certified Financial Planner® (CFP) designation and will work with partners to assess clients’ financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions.
The role demands strong interpersonal skills to build and maintain client relationships, as well as proficiency in financial analysis and regulatory compliance. The ideal candidate will demonstrate a deep understanding of financial markets and products, along with a commitment to ethical standards and continuing education to maintain their CFP® certification.
Essential Responsibilities
Qualifications
Additional Information
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:
Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Let's talk. But not just about money.
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
Offices: 190 Carondelet Plaza, Clayton, Missouri 63105, US · 1 N Brentwood Blvd, St Louis, Missouri 63105, US · 200 Columbine, Suite 220, Denver, CO 80206, US · 10 S Wacker Dr, Suite 2975, Chicago, Illinois 60606, US · 1 Mercantile St, Suite 750, Worcester, Massachusetts 01608, US
Let's talk. But not just about money.
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
Offices: 190 Carondelet Plaza, Clayton, Missouri 63105, US · 1 N Brentwood Blvd, St Louis, Missouri 63105, US · 200 Columbine, Suite 220, Denver, CO 80206, US · 10 S Wacker Dr, Suite 2975, Chicago, Illinois 60606, US · 1 Mercantile St, Suite 750, Worcester, Massachusetts 01608, US
