MONETA is an independent Registered Investment Advisory firm (RIA) headquartered in St. Louis, Missouri, with offices nationwide. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.

Are you passionate about finance and eager to gain hands-on experience in wealth management? Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.

As a Wealth Management Intern, you will support our firm where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management. This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects. This internship provides a foundational introduction to the wealth management profession and offers insight into potential career opportunities within Moneta.

Essential Responsibilities

Contribute to projects that ensure integrity of client data
Gain exposure to various types of financial planning software
Support client service activities through research, data gathering, analysis, meeting preparation, and other initiatives related to financial planning and wealth management services
Help coordinate meetings, events, and other business activities as needed

Contribute to department-specific initiatives and special projects

Learning & Development Opportunities

Receive mentorship from experienced wealth management professionals while participating in networking events, training programs, and career development opportunities across the firm
Develop an understanding of Moneta's business model, services, and client experience philosophy
Learn foundational concepts related to financial planning, investment management, and the RIA industry
Complete assigned learning activities and professional development opportunities
Develop professional skills including communication, presentation, teamwork, and relationship management through hands-on projects and learning opportunities

Qualifications

Progress toward B.S. Business, Finance, or Accounting preferred
Proficient in Microsoft Office applications
Availability to work onsite in the office

Strong attention to detail and organizational skills
Effective written and verbal communication skills
Interest in financial planning, wealth management, and client service
Ability to work collaboratively in a team environment

Additional Information

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.

Moneta Group Investment Advisors LLC

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