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Financial Business Partner

NewEdge Capital Group LLC New Orleans, LA

1mo ago

Full time Accounting AUM Budgeting

Accounting AUM Budgeting

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Job Description

Job Summary

NewEdge Advisors (NEA) is seeking a highly skilled, service-minded Financial Business Partner with a positive, solutions-oriented approach. This role serves as the financial point of contact for the RIA, collaborating directly with advisors, home office staff, and the corporate finance team to uphold the financial health and integrity of the business. The Financial Business Partner reports to the Controller and is ideally based in New Orleans, LA. The ideal candidate brings deep knowledge of RIA financial operations and the ability to translate complex financial data into clear, actionable insights for advisors and leadership. This partner will be a trusted contributor to the business, ensuring accuracy across billing, compensation, and reporting while proactively identifying trends, supporting strategic planning, and driving growth for advisors across the firm. Location: New Orleans, LA 70130.

Responsibilities

Develop a comprehensive understanding of all data sources used to calculate revenues, internal and external expenses, client billing schedules, and advisor pricing and servicing agreements.
Reconcile transactions and fees by collecting and comparing data from custodial platforms, Orion, Salesforce, Nexus, and other systems.
Support and oversee the month-end close to ensure timely delivery of accurate advisor branch financial data to the advisor, firm leadership, Operations, and the corporate finance team.
Analyze financial statements and outputs to proactively identify trends, anomalies, and opportunities for improvement.
Conduct in-depth analysis of the income statement, balance sheet, and cash flow from an operating perspective, using KPIs and other performance drivers to build multi-year financial models.
Strategic Planning & Business Partnering
- Support budget development, reforecasting, and ongoing financial projections for NEA, partnering with operations and leadership teams.
- Prepare financial analyses and presentations for C-suite and Executive Board consumption, translating data into clear narratives and recommendations.
- Develop, maintain, and monitor business performance metrics and KPI dashboards that enable leadership to make informed, data-driven decisions.
- Assemble and summarize data across multiple business functions including Financial Operations, Human Resources, and Operations as needed.
Reporting & Technology
- Create and manage repeatable, standardized monthly and quarterly reports for NEA leadership and advisor teams, including AUM, brokerage and advisory production, profitability by team and advisor, and account-level summaries, delivered through Nexus, Tableau and/or Salesforce.
- Maintain accurate RIA and custodial reporting and documentation to support audit readiness; serve as the primary contact for internal and external audit requests.
- Create and maintain advisor affiliation P&L statements, and analyze affiliation P&Ls compared to budget.
- Manage, submit, and approve invoices and expenses for the RIA; coordinate with external vendors, custodians, and advisor offices on invoice submission, advisory adjustments, custodial reimbursements, and accounts receivable and payable.
- Complete ad hoc analyses and reporting as requested by leadership.

Skills & Qualifications

Required

Proven ability to compare and reconcile multiple data sets, document procedures for complex processes, and implement quality control checks to ensure accuracy across the firm.
Advanced Excel proficiency; working knowledge of the Microsoft Office suite.
Experience with financial reporting and data visualization platforms, including Tableau, Salesforce, and Power BI.
Strong written and verbal communication skills; able to explain complex financial information clearly to non-financial audiences.
Ability to organize, prioritize, and manage multiple workstreams within established timeframes while maintaining a high standard of accuracy.
Proven ability to investigate, research, and resolve problems independently.
Professional demeanor with the ability to maintain confidentiality and build trusted relationships across the organization.

Preferred

Experience with custodial platforms such as Fidelity, Schwab, Raymond James, Goldman Sachs, and/or LPL Clearing.
Familiarity with RIA-specific systems such as Orion and related wealth management technology.
FINRA SIE, Series 7, and/or Series 65/66 licensure.
Background in financial services, wealth management, or a multi-entity operating environment.

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Advisor, CFP

Moneta Group Clayton, MO

1mo ago

Full time Advisor CFP Client Relations

Advisor CFP Client Relations

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Job Description

Overview

Moneta Group is an independent Registered Investment Advisor (RIA focused on advancing client outcomes). We operate as a single firm with multiple solutions, delivering a full spectrum of financial advisory services while prioritizing strong relationships and exceptional service for clients worldwide. Our entrepreneurial model is built around the client, and our Partner led teams are empowered to act in the clients' best interests. Our independence means we are not beholden to external stakeholders or parent companies. With a history spanning nearly 150 years, we have a proven ability to adapt to the needs of those we serve. This is a full time exempt role reporting to a Partner, based in Clayton, Missouri 63105.

Responsibilities

Conduct in depth financial analysis of clients' situations, including tax implications, retirement planning, and estate planning.
Collaborate with the Investment Team to design and recommend investment strategies aligned with each client's needs, risk tolerance, and goals, considering unique circumstances.
Advise on tax efficient strategies to minimize liabilities, taking into account relevant tax codes and regulations.
Assist clients in building comprehensive retirement plans, evaluating retirement vehicles, analyzing pension options, and projecting income in retirement.
Coordinate with the Estate Planning Team to guide estate planning, including wills, trusts, and related structures to protect and transfer assets as desired.
Assess insurance needs and provide recommendations for life, disability, long term care, and liability coverage to mitigate risks.
Offer guidance on business succession planning for owners looking to transfer interests to heirs or buyers.
Generate customized financial reports and presentations using Orion and MoneyGuidePro, delivering clear explanations of complex concepts tailored to client technical requirements.
Ensure all recommendations and actions comply with industry regulations, legal requirements, and ethical standards.
Collaborate with attorneys, accountants, and other professionals to coordinate comprehensive financial strategies for clients.
Pursue continuous learning and professional development by staying informed of advances in financial planning and pursuing relevant certifications.
Maintain and nurture long term client relationships, demonstrating integrity and reliability in managing intricate financial matters.

Qualifications

Bachelor's degree required
Minimum 3 to 5 years of experience as a client service advisor or in a related role
CFP, CFA, CPA/PFS with tax expertise, or JD with estate planning experience is a plus
A Series 65 licensing or a combination of Series 7 and Series 66 is required within 60 days of hire if a CFP or CFA designation is not already held
CFP or CFA designation required within 3 years of hire if not previously held
Must be authorized to work in the United States

Benefits and Compensation Considerations

Paid holidays
Paid time off (PTO)
Employer cost shared medical and dental insurance
Employer paid short term disability, long term disability, AD&D insurance, and basic life insurance
401k match – 50 percent of employee contributions up to 6 percent of compensation
Discretionary annual profit sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs and rewards
Employee engagement activities

Additional Information

Moneta is committed to supporting our employees with comprehensive benefits designed to enhance well being for staff and their families. We operate as a fiduciary fee only Registered Investment Advisory firm and hold securities licenses only where required, with the Series 65 being the exception. We do not permit outside business activities, insurance commissions, or trails.

Licensing and Compliance Note

We maintain a client first approach as a fiduciary advisor. A Series 65 license is essential for our advisory practice, and any other licenses are handled in accordance with regulatory requirements.

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Financial Business Partner

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