[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jacob Turner [@TheJacobTurner](/creator/twitter/TheJacobTurner) on x 32.5K followers Created: 2025-07-18 12:43:14 UTC 🚨Moment is hiring 🚨 I will teach you everything I know. You will work with a team that is constantly improving. You will get to be a part of something that is in the 1st inning. ***This is in person role in St. Louis, MO. Job Description Moment Private Wealth is actively seeking a Wealth Strategist to join our team. This is an in person role in St. Louis, MO. In this role, you will develop relationships with our clients through frequent interaction, providing dedicated service to meet client needs. Moment provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management. Responsibilities *Lead the setup and maintenance of all client-facing platforms *Maintain the client service process for existing clients *Support team by ensuring the client review process is prepared in advance with set deadlines *Research unique and complex situations as they arise *Opportunity to be in client and prospect meetings *Execute trades via through 3rd party custodians *Coordinate new client onboarding, which includes account opening, account transfers, and confirmation of incoming assets. *Monitor client cash balances and work with advisors to determine client-specific cash management. *Work with third-party Custodians to meet critical deadlines and industry cut-off times *Help in daily operations and developing a comprehensive understanding of team processes and procedures *Answer incoming phone calls to the firm Qualifications *Bachelor's degree in Finance or a related field *3+ years of work experience *Series XX or willing to get licensed *CFP or current CFP track required *CPA, or other relevant designations are a plus *Experience working with Fidelity/Wealthscape *Experience executing trades *Experience with social media sites such as X, LinkedIn, YouTube, and Instagram Email resume to info at Momentprivatewealth . com  XXXXXX engagements  **Related Topics** [louis](/topic/louis) [Post Link](https://x.com/TheJacobTurner/status/1946189017818759287)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Jacob Turner @TheJacobTurner on x 32.5K followers
Created: 2025-07-18 12:43:14 UTC
🚨Moment is hiring 🚨
I will teach you everything I know.
You will work with a team that is constantly improving.
You will get to be a part of something that is in the 1st inning.
***This is in person role in St. Louis, MO.
Job Description
Moment Private Wealth is actively seeking a Wealth Strategist to join our team. This is an in person role in St. Louis, MO. In this role, you will develop relationships with our clients through frequent interaction, providing dedicated service to meet client needs.
Moment provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.
Responsibilities
*Lead the setup and maintenance of all client-facing platforms *Maintain the client service process for existing clients *Support team by ensuring the client review process is prepared in advance with set deadlines *Research unique and complex situations as they arise *Opportunity to be in client and prospect meetings *Execute trades via through 3rd party custodians *Coordinate new client onboarding, which includes account opening, account transfers, and confirmation of incoming assets. *Monitor client cash balances and work with advisors to determine client-specific cash management. *Work with third-party Custodians to meet critical deadlines and industry cut-off times *Help in daily operations and developing a comprehensive understanding of team processes and procedures *Answer incoming phone calls to the firm
Qualifications
*Bachelor's degree in Finance or a related field *3+ years of work experience *Series XX or willing to get licensed *CFP or current CFP track required *CPA, or other relevant designations are a plus *Experience working with Fidelity/Wealthscape *Experience executing trades *Experience with social media sites such as X, LinkedIn, YouTube, and Instagram
Email resume to info at Momentprivatewealth . com
XXXXXX engagements
Related Topics louis