About this role
Advisor, CFP at Moneta Group. Location: Clayton, Missouri, United States. Role: Financial analysis, Investment strategies, Tax planning Requirements: Bachelor's degree; 3-5 years client service/advisor; CFP/CFA/CPA/PFS or JD a plus; Series 65 or 7+66 within 60 days if no CFP/CFA; CFP/CFA within 3 years; authorized to work in the United States. Category: Finance and Accounting Seniority: Mid Level Tools: Orion, MoneyGuidePro Certifications: series 65, series 7, series 66, cfp, cfa, cpa/pfs Commitment: Full Time Workplace: Onsite Languages: English