Advisor, CFP at Monta

Denver, Colorado, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

CFP, CFA, CPA with tax expertise, or JD with estate planning experience (minimum of one required)
Minimum of 5 years working as a client service advisor
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
Strong experience in personal income tax or audit as a CPA

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 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
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

CPACFPCFATax ExpertiseEstate PlanningRetirement PlanningInvestment StrategiesFinancial PlanningClient ServiceAudit

Questions & Answers

Common questions about this position

What is the salary for the Advisor, CFP position?

This information is not specified in the job description.

Is this position remote or on-site?

The position is on-site.

What qualifications are required for this role?

Candidates must have CFP, CFA, CPA with tax expertise, or JD with estate planning experience (minimum of one required), at least 5 years as a client service advisor, familiarity with investment offerings, strong analytical skills, and the ability to interact well with clients and team members.

What is the company culture like at Moneta?

Moneta focuses on advisor ownership and control while providing dynamic resources from a large-scale platform built by advisors for advisors, emphasizing building deep relationships, exceptional client service, teamwork, and focusing on the 'Why' and 'How' in client interactions.

What makes a strong candidate for this Advisor role?

A strong candidate is a CPA with strong experience in personal income tax or audit, ready to shift to a controllable career path in Family CFO services, with the required qualifications, team experience, and a client-focused approach emphasizing relationships and comprehensive financial planning.

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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