Financial Advisor, CFP at Monta

Clayton, Missouri, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment AdvisoryIndustries

Requirements

Expertise in financial analysis, including tax implications, investment strategies, retirement planning, and estate planning
Ability to develop and recommend specialized investment strategies aligned with client needs, risk tolerance, and goals
Knowledge of tax-efficient strategies, tax codes, and regulations
Proficiency in retirement and pension planning, including assessing vehicles and projecting income
Experience in estate and inheritance planning, including wills, trusts, and asset protection
Skills in risk management and insurance recommendations (life, disability, long-term care, liability)
Capability to advise on business succession planning
Proficiency with firm platforms like Orion and MoneyGuidePro for generating customized financial reports and presentations
Understanding of compliance, regulatory adherence, and ethical standards
Ability to collaborate with legal, tax professionals, attorneys, and accountants
Commitment to continuous learning, professional development, seminars, workshops, and relevant certifications
Strong skills in building and maintaining long-term client relationships with trustworthiness, integrity, and reliability

Responsibilities

Conducting in-depth financial analysis of clients' situations, including tax, investments, retirement, and estate planning
Working closely with the Investment Team to develop and recommend investment strategies
Advising clients on tax planning and optimization to minimize liabilities
Assisting clients in creating comprehensive retirement and pension plans
Collaborating with the Estate Planning Team on estate and inheritance guidance, including wills and trusts
Evaluating insurance needs and recommending risk mitigation strategies
Advising business owners on succession planning
Generating customized financial reports and presentations using Orion and MoneyGuidePro
Ensuring compliance with industry regulations, legal requirements, and ethical standards
Collaborating with attorneys, accountants, and other professionals for comprehensive strategies
Staying updated with financial planning advancements through continuous learning and certifications
Building and nurturing long-term client relationships

Skills

Key technologies and capabilities for this role

Financial AnalysisInvestment StrategiesTax PlanningRetirement PlanningEstate PlanningMarket Trend AnalysisCFP

Questions & Answers

Common questions about this position

Is this Financial Advisor position remote or on-site?

The position is on-site.

What are the key responsibilities of the Financial Advisor role?

Key responsibilities include conducting in-depth financial analysis, developing specialized investment strategies, tax planning, retirement and pension planning, estate planning, risk management, insurance recommendations, and business succession planning.

What is the company culture like at MONETA?

MONETA has an entrepreneurial business model with Partner-led teams empowered to serve clients' best interests, emphasizing building relationships, exceptional service, independence, and a 150-year history of evolving to meet client needs.

What salary or compensation does this role offer?

This information is not specified in the job description.

What makes a strong candidate for the Financial Advisor position?

A strong candidate is passionate about finance, skilled in personalized financial strategies, investment advice, client relationship building, market trend analysis, and expertise in financial analysis, tax planning, retirement, estate planning, risk management, and business succession.

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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