Advisor, CFP at Monta

Mission Woods, Kansas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment AdvisoryIndustries

Requirements

CFP or CFA (minimum of one required to be registered)
Bachelor's degree required
Minimum of 3-5 years working as a client service advisor
CPA/PFS with tax expertise or JD with estate planning experience preferred
Familiarity with general investment offerings and portfolio strategies
Experience working in a team environment
Strong analytical skills
Ability to interact well with clients and team members
Series 65 may be required within 60 days of hire

Responsibilities

Work closely with the Partner to learn all aspects of Family CFO business
Keep Partner informed on team and client issues
Participate in client meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews
Prepare and/or review financial action plans put together by team members
Identify and incorporate value-added analysis
Work with Partner to facilitate services for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Build deep, lasting relationships with clients
Commit to ongoing education to remain an authority in family CFO matters
Ensure 'Why' and 'How' of Moneta are incorporated into the duties and responsibilities of the role

Skills

Key technologies and capabilities for this role

CFPCFACPAPFSJDInvestment StrategiesRetirement PlanningTax StrategiesEstate PlanningInsurance Strategies

Questions & Answers

Common questions about this position

Is this position remote or on-site?

This is an on-site position.

What certifications are required for this role?

A CFP or CFA is required (minimum of one to be registered), along with a Bachelor's degree. A Series 65 may be required within 60 days of hire, and CPA/PFS with tax expertise or JD with estate planning experience is preferred.

What experience is needed for the Advisor role?

A minimum of 3-5 years working as a client service advisor is required, with familiarity in general investment offerings, portfolio strategies, strong analytical skills, and experience in a team environment.

What is the company culture like at Moneta?

Moneta emphasizes building deep, lasting client relationships, exceptional service, teamwork with partners and advisors, and ongoing education, while allowing advisors to maintain independence within a large-scale platform.

What makes a strong candidate for this Advisor position?

Strong candidates will have a CFP or CFA, 3-5 years as a client service advisor, team experience, analytical skills, client interaction abilities, and preferably tax or estate planning expertise to handle comprehensive financial advising.

Monta

Manages electric vehicle charging stations

About Monta

Monta operates in the electric vehicle (EV) charging sector, providing a solution for managing EV charging stations. The company offers a Charge Point Management System (CPMS) that simplifies the installation, management, and operation of charging points for various clients, including workplaces, commercial businesses, and municipalities. This system allows clients to control access to their charging stations, manage energy usage, collect charging data, and provide multiple payment options. Monta's software-only approach gives it flexibility to meet diverse client needs without requiring different systems. This focus on business-to-business sales and its success in winning tenders distinguishes Monta from its competitors. The company's goal is to support the growth of the EV market by offering comprehensive and efficient management solutions for charging stations.

Copenhagen, DenmarkHeadquarters

2020Year Founded

$139.1MTotal Funding

SERIES_BCompany Stage

Automotive & Transportation, EnergyIndustries

201-500Employees

Risks

Increased competition in the U.S. market could hinder Monta's expansion efforts.

Potential regulatory changes in the U.S. may impact Monta's operations.

Reliance on partnerships poses risks if they do not yield expected results.

Differentiation

Monta offers a comprehensive software-only solution for managing EV charging stations.

The company focuses on B2B sales, targeting fleets, workplaces, and municipalities.

Monta's Charge Point Management System provides exclusive energy management features.

Upsides

Monta's expansion into the U.S. market opens new growth opportunities.

The partnership with Tesla enhances Monta's home charging solutions for corporate fleets.

Rising demand for workplace EV charging solutions supports Monta's business model.

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