Moneta Group is seeking a Managing Director of Wealth Transfer Strategy in Clayton, MO. This senior role involves delivering estate and business succession strategies to ultra-high-net-worth clients, collaborating with clients and advisors alike.
The ideal candidate will have a JD, extensive estate planning experience, and superb analytical skills. A commitment to ethical client service and continuous education is essential, along with excellent communication to facilitate understanding of complex financial strategies.
This position offers a supportive work environment with robust benefits, including employer-paid insurance and a 401k match.
#J-18808-Ljbffr