Professional Consultant

Moneta Group, LLC, a nationally recognized and independently owned financial planning organization is accepting applications from finance and accounting professionals to fill a Professional Consultant opening.  Professional Consultants work closely with the firm's Principals to provide high level, personalized service to an affluent client base through a broad array of Family CFO services including investment management, tax planning, retirement and business succession planning, insurance and estate planning. 

This successful candidate will possess a college degree in finance or accounting with 2-5 years experience in the financial planning industry, public accounting in tax/wealth management, and/or estate planning.One or more of the following designations are necessary CFP, CFA, CPA, JD.  The candidate will also possess:

- Knowledge of tax law and individual tax preparation 

- Knowledge of estate planning concepts

- Investment background (mutual funds, stocks and bonds)

- High level of integrity

- Desire and ability to work in an entrepreneurial, team-based environment

- Client service-focused attitude

- Computer proficiency (Excel, Word, Outlook, ACT, AXYS, etc.)

- Excellent verbal and written communication skills

This is a great opportunity to join a team of professionals in an organization that has longevity, stability and an impeccable record of success.  We offer our employees competitive salaries and benefits which include medical, dental, life and disability, 401(k) plan, paid time off and paid holidays.  For consideration, please email your resume to jobs@monetagroup.com .  To learn more about Moneta Group and the services we offer, visit our web site at http://www.monetagroup.com/.