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Estate Planning Specialist
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- Job DescriptionJob DescriptionCompany DescriptionMoneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients.
- Job DescriptionThe Estate Planning Specialist 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.
- Essential ResponsibilitiesEstate Planning Strategy: Provide clients with strategic estate planning advice and recommendations to discuss with their attorneys, focusing on the unique needs of high and ultra-high net worth clients.
- Public Speaking and Presentations: Conduct seminars, webinars, and client meetings to educate clients and potential clients on estate planning topics.
- Thought Leadership: Provide insights and thought leadership to the estate planning team and the broader financial advisory team.
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