Company · 2 open roles
Careers at Moneta Group
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2 positions at Moneta Group
Senior Advisor
Moneta Group·Clayton, Missouri, United States
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 w…
Advisor, CFP
Moneta Group·Clayton, Missouri, United States
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;…