Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta is a fee only 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.

The Advisor will work closely with the Partner and other members of the Family Office Team to analyze and advise multi-generational families of significant wealth on all aspects of wealth management including investments, tax planning, estate planning, family governance and strategy, wealth education, risk management, philanthropy planning, and more. The Family Office Advisor is expected to provide exceptional client service to Family Office clients, have an analytical approach, be proactive, and team oriented.

Essential Responsibilities 

• Coordinate closely with and take direction from Partners to manage overall client relationship
• Prepare and present client projects and reports
• Coordinate preparation of and review client meeting materials
• Analyze and/or direct investment portfolio recommendations
• Research, implement, and coordinate strategies across all areas of wealth management including estate planning, income tax, insurance, wealth education, charitable giving, and beyond
•  Manage and complete follow-up items from client meetings and conversations and respond to client requests or questions
• Build deep and trusting relationships with clients
• Attend and lead portions of client meetings
• Commit to ongoing learning to remain an authority on Family Office matters

• BA or BS undergraduate degree from a four-year institution
• Minimum of five years of experience in investments, tax, and/or estate planning
• CPA or JD preferred but not required
• CFP is required within first two years of employment (if designation not already held)

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails.