Family Office Advisor

Website Moneta

Moneta is a privately owned, independent financial planning and wealth management firm.

Full Job Description

Company Description:

  • Moneta is a fee-only independent Registered Investment Advisor (RIA) dedicated to exceeding client expectations.
  • As a unified firm offering a wide range of financial advisory services, our primary goal is cultivating relationships and delivering outstanding service to clients worldwide.

Job Description:

  • The Family Office 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

Qualifications:

  • BA or BS undergraduate degree
  • 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)

Pay: $105K – $133K a year

To apply for this job please visit jobs.smartrecruiters.com.