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 Attorney 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 join a highly performing team of experts with more than 30 years of combined experience in the estate planning field to collaboratively 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.
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