Job Description

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

Qualifications

• 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)

Additional Information

• 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.

Last updated : 2024-05-08