About this role
Senior Advisor at Moneta Group. Location: Clayton, Missouri, United States. Role: lead meetings, develop plans, advise clients Requirements: CFP or CFA; Series 65 or Series 7/66; Bachelor's; 10+ years CFP-related experience; 3-5 years client service advising; CPA with tax or JD with estate planning a plus. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa, series 65, series 7, series 66, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English