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Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.
The Estate Planning Specialist will play a critical role in delivering high-quality estate planning strategies and recommendations to our clients, particularly focusing on serving high and ultra-high-net-worth clients within the Family Office space. This individual will provide strategic advice, recommend estate planning strategies, summarize client estate plans easily, and work closely with our financial advisors to integrate estate planning into our clients' overall financial plans. The ideal candidate will have strong public speaking skills, the ability to interact comfortably with clients, and the capacity to provide thought leadership within our organization.
Essential Responsibilities
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Full Time
Investment Management
$96k-128k (estimate)
04/23/2023
08/18/2024
monetagroup.com
CLAYTON, MO
200 - 500
1869
PETER SCHICK
$50M - $200M
Investment Management
The job skills required for Estate Planning Specialist include Estate Planning, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Estate Planning Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Estate Planning Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Estate Planning Specialist positions, which can be used as a reference in future career path planning. As an Estate Planning Specialist, it can be promoted into senior positions as a Finance & Insurance Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Estate Planning Specialist. You can explore the career advancement for an Estate Planning Specialist below and select your interested title to get hiring information.