Do you want to work with a thriving organization committed to empowering its clients, community, and employees? Join our growing firm! Learn more about Moneta and explore career opportunities across all of our locations here: https://bit.ly/3LMFCjm
Moneta
Finanzdienstleistungen
St Louis, Missouri 5,791 followers
Let's talk. But not just about money.
Über uns
Moneta, ranked by InvestmentNews as the one of the Midwest’s largest independent RIAs with more than $37.4 billion in AUM and 500 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch. “MonetaU" – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement.
- Website
-
http://www.monetagroup.com
External link for Moneta
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 201-500 Mitarbeiter
- Hauptsitz
- St Louis, Missouri
- Typ
- Partnership
- Gegründet
- 1869
- Spezialitäten
- Family CFO Services, Retirement and Education Planning, Investment Planning, Institutional Consulting and Retirement Plan Administration, Tax Planning, Moneta Trust, a division of National Advisors Trust, FSB, Philanthropic and Estate Planning, and Family Office
Standorte
Employees at Moneta
Aktualisierungen
-
Moneta hosted over 60 high school students as part of Southern Illinois University, Carbondale's SOAR program and Washington University in St. Louis - Olin Business School's Gateway to Business Program. Students listened to a panel of Moneta employees from all areas of the firm sharing their college and career journeys and what led them to their roles at Moneta. It was interesting to learn that many of our associates and advisors started in careers outside of financial services!
-
-
Are you someone that enjoys being the expert and working with multiple stakeholders? The Traveling Client Service Manager role at Moneta allows you to partner with partner teams that are in need of an expert to step in and assist them with their client service needs, whether they are a new team to Moneta, transitioning their clients, or an existing team looking for additional support! Click below to learn more and apply.
-
Congratulations, Diane! We're proud to have you at Moneta. #WomenInFinance
Family Office Services / Wealth Management / Financial Planning
Over the past 25+ years, I’ve witnessed significant transformations in wealth management, particularly the rise of women establishing their own successful practices. I’m deeply honored to be recognized among Barron’s Top 100 Women Financial Advisors, alongside so many remarkable women. Being in the top third of this distinguished group is especially humbling. I’m truly in excellent company! #Moneta #FinancialAdvisor #WomenInFinance See the entire list here: https://lnkd.in/gDfqt8eC
-
-
This short piece unpacks the recent market rotation from large cap stocks to small cap stocks and examines the sustainability of the current rally. Read the full piece below.
The Great Rotation: Does It Finally Have Legs?
monetagroup.com
-
Helping clients with their financial future takes the kind of service usually found in small firms. But it also requires the broad resources of a bigger firm. At Moneta, you can find a career where you get both. Let's talk. Follow this link to learn more: https://bit.ly/4dfNntw
-
-
Do you want to work with a thriving organization committed to empowering its clients, community, and employees? Join our growing firm! Learn more about Moneta and explore career opportunities across all of our locations here: https://bit.ly/3YeYXRB
-
-
Moneta is actively seeking Client Service Managers to join our Denver, Colorado financial advisory team office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. Click the link below to learn more and apply.
Client Service Manager
-
This week's investment recap highlights a cycle-shattering event: the attempted assassination of former President Trump, the Republican convention, and strong market momentum. Click the link below to read more.
Fresh Faces, Short Cycles
monetagroup.com
-
For Advisor Matt Schaller, it's knowing that no two days are the same. The creative problem solving aspect of his job is what keeps it interesting and fun. Follow along as we continue to share Moneta's personal Why statements, revealing the passion and purpose behind our work. Ready to discover your Why? Click the link to learn more about a career at Moneta. https://bit.ly/4c8ojo4 #LetsTalk #WhyMoneta
-