Senior Advisor

The Compardo Team at Moneta Group is looking to fill the following position: A Senior Advisor is an experienced, more tenured Advisor who serves as a trusted advisor to our affluent clients with a primary focus on providing comprehensive guidance regarding risk management, tax, estate planning and investment needs.  Senior advisors work closely with team partners to execute complex client service responsibilities while ensuring a high level of efficiency.  Serves as a subject matter expert on wealth management related issues while maintaining the integrity of Moneta Group values, policies and procedures.  Opportunities exist to participate in team revenue growth through cultivating business development prospects.

Job Type
Financial/Wealth Planner
Organization
Moneta Group
Location

Clayton, MO