About this opportunity
Moneta Group Investment Advisors LLC lists this Senior Financial Advisor - HNW Wealth & Strategy opportunity in clayton, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Moneta Group Investment Advisors LLC in Clayton, MO is seeking a Senior Financial Advisor to work closely with Partners and Advisors to deliver comprehensive financial guidance to our clientele of high-net-worth individuals, families, and institutions.
The role requires CFP designation and extensive experience; you will lead client meetings, develop plans, and coordinate strategies across investment, tax, retirement, and estate planning with a commitment to ethical standards.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.