Moneta would like to wish Max Herendeen good luck this week as he competes in the 124th US Amateur! We look forward to seeing some great golf at Hazeltine National G.C.! Learn more about our Summer Partnership with Max here: https://bit.ly/3M4GmQW #NIL #golf #ILLINOIS #universityofillinois
Moneta
Financial Services
St Louis, Missouri 5,844 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
-
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
-
🌟 A Heartfelt Thank You to Our Amazing Interns! 🌟 As we wrap up an incredible nine weeks with our 17 summer interns at Moneta, we want to express our gratitude for their hard work, enthusiasm, and fresh perspectives. It has been a pleasure to have them on board, providing hands-on work experience and engaging in various intern-specific activities. Our interns participated in a Meet the Expert speaker series, completed Franklin Covey training, and undertook a Financial Action Plan research project. Their final presentations to a board of senior leaders showcased their talent and potential. Thank you to everyone who contributed to making this internship program a success. We wish them all the best in their future endeavors and look forward to seeing the incredible impact they will make in the world of financial services! 🚀 #MonetaInterns #FutureLeaders #Gratitude #FinancialServices #TeamMoneta *Not Pictured: Alex Bowles and Collin Hutson
-
-
July's monthly recap highlights the sharp rotation in market leadership, the Fed holding rates steady, US presidential race turbulence, and more. Follow the link below for the entire piece.
Monthly Recap - July 2024
monetagroup.com
-
Chief Philanthropy Officer, Deb Dubin is at Markets Group Private Wealth Central States Forum in Music City to moderate "The Future of Wealth Management."
What will it take to stay ahead of the curve as the wealth management industry transforms? I’m looking forward to hearing Moneta’s own Chief Philanthropy Officer Deb Dubin as she moderates "The Future of Wealth Management" at Markets Group Private Wealth Central States Forum in Nashville this week. Deb always brings a unique lens and a strong emphasis on philanthropic engagement. Join her for expert insights from: Lauren Oschman, CFP®, CDFA®, Partner, and Chief Executive Officer, Vestia Nerre Shuriah, J.D., LL.M, CMAA Shuriah, Senior Vice President, Senior Wealth Planning Director, First Citizens Bank Rohit Padmanabhan, CFA, President and Chief Investment Officer, Lotus Asset Management Teresa J.W. Bailey, President, Nashville, Senior Wealth Strategist, Waddell & Associates
-
-
Are you someone that likes to think outside the box, take initiative and looking for a way to get in to the field of financial services? Check out our Revenue Cycle Specialist role on our Enterprise Services Team. You'll get hands on experience working directly with our partner teams and build trusted relationships with key members of the firm in order to serve our teams and clients. Click to apply below.
Revenue Cycle Specialist
jobs.smartrecruiters.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.
Let’s Talk… About a Career With Big Resources but Small-Firm Feel
monetagroup.com
-
Without some sense of community, what you do for work can feel like only work, and nothing more. If you're looking for an opportunity to help both your career and also your community, click the link to learn more:
A Career at Moneta Gives You More. And Gives Back to the Community.
monetagroup.com
-
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 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!
-