Moneta Group Investment Advisors LLC in Clayton, MO is seeking a Senior Financial Advisor to work closely with Partners and Advisors to deliver comprehensive financial guidance to our clientele of high-net-worth individuals, families, and institutions.
The role requires CFP designation and extensive experience; you will lead client meetings, develop plans, and coordinate strategies across investment, tax, retirement, and estate planning with a commitment to ethical standards.
#J-18808-LjbffrSenior Financial Advisor - HNW Wealth & Strategy in clayton at Unknown Company
This position is listed as full time and onsite.