Moneta is recruiting a Senior Advisor for Client Referral Programs to blend high-level client advisory with business development. The role centers on strengthening referral sources, guiding comprehensive financial planning for referred clients, and expanding the firm’s wealth management capabilities.
CFP or CFA credentials are required, with Series 65 (or 7/66) licensing expected. Travel is a regular aspect of the position.
#J-18808-LjbffrSenior Advisor, Client Referrals & Growth (CFP/CFA) in clayton at Unknown Company
This position is listed as full time and onsite.