פורסם ב: אחר ב- שיקגו | פורסם: |
Job Description
Collaborate closely with Partner Teams and fellow Advisors, tackling unique and complex client situations. From investment strategies to retirement planning, education savings to tax and estate planning, your expertise will make a difference. Lead client meetings, guiding them through financial action plans and annual reviews. Every interaction will be an opportunity to make a meaningful impact.
Essential Responsibilities
Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family CFO business
Keep Partner informed on team and client issues
Lead client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
Prepare and/or review financial action plans and projections put together by team members
Facilitate services for client including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Develop and source new business with prospect and referral pipeline
Participate in testing new technologies for the firm and apply complex testing skills utilizing financial planning expertise
Help to lead firm and team in strategic planning discussions and execute vision
Assist team to enhance training and deliver absorbable reporting to the client
Teach systems knowledge and efficiency within Moneta University learning management platform
Collaborate with the Partner to carry out marketing and business development opportunities
Participate in Moneta Executive Mentorship program as well as provides coaching, mentoring, and training to team members
Conduct annual performance appraisals for direct reports
Assist in interviewing and hiring of team members
Champion team vision and lead by example
Travel as necessary to meet with clients
Commitment to ongoing education to remain an authority in family CFO matters