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
Financial Services
St Louis, Missouri 5,763 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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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.
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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
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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
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We are pleased to share that Financial Advisor Magazine ranked Moneta among the nation’s Top 20 RIAs based on total AUM. Click the link to read the cover story for these rankings. Note: To see the full list, you will be required to fill out a form.
2024 RIA Survey & Ranking: RIAs Confront Their Own Success
fa-mag.com
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In this quarterly report, we’ll seek to dissect the numbers and find the “devil in the details”, while not losing sight of the big picture that warrants excitement: technology, science, and medicine are all colliding; investment dollars are flowing through to the real economy and life-changing advances are happening. As always, there are risks in investing, but there is also plenty to be excited about. Follow the link below to read the full piece.
Second Quarter Investment Report
monetagroup.com
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ICYMI: Sarah Renieri and Jana Gregorek from our Talent Acquisition team attended a networking event for young professionals at the Kirkwood Family Golf and Learning Center last week.
Manager of Talent Acquisition at Moneta, Owner and Creator of Elevate your Career, Hiring Professional in attracting and retaining top talent, focused on Women in Leadership in Wealth Management and Financial Services
Had a great time attending a networking event hosted by Commerce Bank UHY LLP, Certified Public Accountants Carmody MacDonald P.C. And Moneta at the Kirkwood Family Golf and Learning Center! This event was geared towards young professionals and interns across these great companies for the opportunity to connect and learn more about one another. Thank you to our sponsors and to the Family Golf and Learning Center for hosting! #youngprofessionals #internship #professionaldevelopment Rachel Palmisano, CTP Jana Gregorek CLU®,ChFC®,MBA Chris Ruzicka Marianne Biangardi, MS, BFA
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We're looking forward to learning from the students at Olin Business School - WashU!
This summer, Moneta has the exciting opportunity to partner with graduate students at Olin Business School - WashU as part of their summer consulting project! The graduate students will dive in to our social media practices to learn how we can continue to attract and engage with our family office clients. Thank you to Emily Richardson, Ed.D. and Rebecca Dohrman for the opportunity and partnership with WashU! We look forward to the final presentations and recommendations in August!
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Moneta is seeking an Estate Planning Specialist to join a team of experts in the estate planning field to collaboratively provide strategic advice, recommend strategies, summarize client estate plans easily, and work closely with our financial advisors to integrate estate planning into our clients' overall financial plans. Click the link below to learn more and apply.
Estate Planning Specialist
jobs.smartrecruiters.com
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Are you passionate about helping people achieve their financial goals and building lasting relationships based on trust and transparency? Consider becoming a fiduciary at Moneta, a top-ranked RIA in the country. Follow this link to learn more: https://bit.ly/4eVMSXt