Money Matters with Ken Moraif

Careers at Money Matters

At Money Matters with Ken Moraif, we are driven by quality and committed to service. Our employees are professional, goal-oriented, and enthusiastic. If you share these qualities, we want to know more about you.

Open Positions:

Financial Advisor - Plano, TX

Location: Plano, TX

Money Matters with Ken Moraif is seeking a highly skilled Financial Advisor to join our Plano, TX office. Money Matters was recently named as one of the fastest growing Independent Financial Advisor Firms by Financial Planning Magazine, and Barron’s Magazine awarded Ken Moraif as one of its 2012, 2013, 2014, 2015, and 2016 Top 100 Independent Financial Advisors in the nation. Money Matters has over $3.3 billion in assets as of December 31st, 2016, serving over 7,300 households.

If you are a skilled advisor with a strong work ethic, we would like to talk with you. We are looking for a talented advisor to utilize our proven systems to help you grow your business. Advisors working with Money Matters can expand their business quickly without having to use the traditional lead generating techniques. Money Matters will provide you with pre-qualified leads directly from our free educational seminars. Our advisors are salary-based with an attractive incentive program as your build your practice.

Desired Skills and Experience

Successful candidates will have financial planning experience, with a track record of turning leads into clients. You will be skilled in building relationships, analyzing the needs of the client, and helping them reach their financial goals. You will have a clean compliance record, the necessary licenses, and ideally a professional designation.

To apply, please send your resume to This email address is being protected from spambots. You need JavaScript enabled to view it.
or go to: https://www.linkedin.com/jobs/cap/view/263604522/

Executive Assistant To CEO & COO

Location: Plano, TX

In this capacity, the Executive Assistant will represent the Chief Executive Officer and the Chief Operating Officer. Confidence, polished communication skills, strong technical skills, and professionalism are a must. This individual must be comfortable interacting with all levels of individuals from inside and outside the organization and maintain a calm demeanor when operating under the pressures of an executive office.

This role is intended for someone who is highly experienced in a C-level support role and can maintain the utmost level of discretion and confidentiality. The incumbent must be capable of taking the initiative on projects without the need for constant direction, including managing extremely busy calendars and travel schedules/arrangements and email. Technical skills (MS Outlook, Word, Excel, PowerPoint, Visio) must be at the advanced level, with the capability to learn multiple proprietary software and systems, as well.

As the primary point of contact, the Executive Assistant will serve as a liaison to our partners and senior management team on behalf of the CEO and COO. Output must be consistently outstanding.

Desired Skills and Experience

  • 5+ years of administrative support at the C-Level
  • Bachelor’s Degree and/or equivalent experience
  • Keen attention to detail
  • Organized and able to keep others organized with ability to prioritize effectively
  • Extremely strong follow-through skills
  • Ability to gain fundamental understanding of the business
  • Approachable and self-aware
  • Unquestionable integrity, discretion and judgment
  • Advanced technical skills (Microsoft Outlook, Word, Excel, Powerpoint, Visio, etc.)

To apply, please send your resume to This email address is being protected from spambots. You need JavaScript enabled to view it.
or go to: https://www.linkedin.com/jobs/cap/view/249975410/ 

Client Service Associate - The Woodlands, TX

Location: The Woodlands, TX

This Client Service Associate will be the point of contact for all client service related needs. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties.

Responsibilities:

  • Maintain calendar and database for Financial Advisor
  • Analyzing reports to determine appropriate action to be taken on behalf of client accounts
  • Researching client issues
  • Prepare for appointments
  • Collect, organize, and synthesize personal and financial client information
  • Opening, closing, transferring, and maintaining accounts
  • Prepare and verify information for client forms, applications, and other documents
  • Update and maintain client database
  • General office duties, i.e. answer phone, USPS,UPS

Desired Skills and Experience

  • Finance or Financial Planning background preferred
  • Ability to interact successfully with high-income clients
  • Excellent interpersonal and organizational skills
  • Strong financial and analytical skills
  • Excellent computer skills, including in-depth internet knowledge and proficiency in MS Office
  • Ability to work independently to research and resolve client issues
  • Must have an understanding of appropriate paperwork and procedures necessary to process transactions
  • Confidentiality is a MUST
  • Comfortable working with executive level officers
  • Must be a problem solver and a goal-oriented team player who is willing to complete any job necessary within the firm

To apply, please send your resume to This email address is being protected from spambots. You need JavaScript enabled to view it.
or go to: https://www.linkedin.com/jobs/cap/view/266083873/

Client Service Associate - Woodland Hills, CA

Location: Woodland Hills, CA

This Client Service Associate will be the point of contact for all client service related needs. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties.

Responsibilities:

  • Maintain calendar and database for Financial Advisor
  • Analyzing reports to determine appropriate action to be taken on behalf of client accounts
  • Researching client issues
  • Prepare for appointments
  • Collect, organize, and synthesize personal and financial client information
  • Opening, closing, transferring, and maintaining accounts
  • Prepare and verify information for client forms, applications, and other documents
  • Update and maintain client database
  • General office duties, i.e. answer phone, USPS,UPS

Desired Skills and Experience

  • Finance or Financial Planning background preferred
  • Ability to interact successfully with high-income clients
  • Excellent interpersonal and organizational skills
  • Strong financial and analytical skills
  • Excellent computer skills, including in-depth internet knowledge and proficiency in MS Office
  • Ability to work independently to research and resolve client issues
  • Must have an understanding of appropriate paperwork and procedures necessary to process transactions
  • Confidentiality is a MUST
  • Comfortable working with executive level officers
  • Must be a problem solver and a goal-oriented team player who is willing to complete any job necessary within the firm

To apply, please send your resume to This email address is being protected from spambots. You need JavaScript enabled to view it.
or go to: https://www.linkedin.com/jobs/cap/view/249978426/


We're always on the lookout for exceptional talent.
Please use the form below to let us know all about you and your talents. 

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