About this role
Advisor, CFP at Moneta. Location: Denver, Colorado, United States. Role: analyzing finances, recommending investments, maintaining relationships Requirements: Bachelor's degree required; 3+ years client service/advisor experience; CFP/CFA or Series 65 (or Series 7+66) licensing required within specified timelines; authorized to work in the U.S. Category: Finance and Accounting Seniority: Mid Level Tools: Orion, Money Guide Pro Certifications: cfp, cfa, cpa/pfs, jd, series 65, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English