Moneta is seeking a Senior Financial Advisor to join our Kansas City office in Mission Woods, KS. This person will be at the forefront of client meetings, guiding them through financial action plans and ongoing financial reviews. Click the link below to learn more and apply.
Moneta
Financial Services
St Louis, Missouri 5,716 followers
Let's talk. But not just about money.
About us
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
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http://www.monetagroup.com
External link for Moneta
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- St Louis, Missouri
- Type
- Partnership
- Founded
- 1869
- Specialties
- 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
Locations
Employees at Moneta
Updates
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Congratulations to Charlie Mueth on his recent promotion to Advisor. #MonetaNation
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For Advisor Yolanda Forkin, it's the relationships that develop between advisors and their clients. She believes the connections we make and the support we offer clients during life's many transitions can truly make a difference. 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
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We were honored to have St. Louis Cardinals President Bill DeWitt III join our recent "Investment Tea" to discuss the intersection of sports, investing, and generational family business. The DeWitt family sees the Cardinals franchise as similar to a public trust they are stewarding for the city of St. Louis—a tremendous responsibility they approach with immense care as owners.
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Moneta welcomed 17 interns across all areas of the firm this past week. The interns will have a full nine week program, growing both personally and professionally by utilizing the MonetaU learning system, working on their teams and presenting a financial action plan at the end of the summer. We look forward to seeing their growth and hard work throughout the coming weeks!
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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/4b8PaPH
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This week's investment recap touches on the market's record-breaking run on weaker inflation data, concerns about the consumer impact of restrictive monetary policies in Europe and Canada, and Nvidia passing Microsoft to become the largest company by market value. Follow the link below to read more.
Life Cycles and Credit Cycles
monetagroup.com
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As fiduciaries, our Advisors act in the best interest of our clients. We're not paid commissions from any investments, nor do we “sell” proprietary products. We seek to minimize conflicts of interest. All good reasons to look at Moneta careers. Let’s talk.
Let’s Talk… About Starting Your Career as a Fiduciary at Moneta.
monetagroup.com
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Moneta is seeking a dynamic Total Rewards Manager to create and lead our compensation and benefits strategy. This person will have a key role in attracting, retaining, and motivating top talent by designing and implementing an innovative total rewards program for the organization. Click below to apply.
Total Rewards Manager
jobs.smartrecruiters.com