Moneta Group
Headquartered in St. Louis, MO. Explore career development programs and opportunities in financial services at Moneta Group.
Career Development Programs
Moneta Group is one of the largest independent registered investment advisors in the US, based in St. Louis, MO. They manage over $35 billion in client assets. Their summer internship includes mentorship, weekly training sessions, networking events, and a capstone project presentation.
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Early Career
Partner-in-Training (PIT) program
Duration
2-4 years
Compensation
Yes
Locations
St. Louis, MO
Requirements
Professionals interested in wealth management and financial planning. The program evaluates candidates on business development, client relationship skills, and leadership potential.
Internship
Wealth Management Summer Internship
Duration
9 weeks
Compensation
Yes
Locations
St. Louis, MO
Requirements
Undergraduate students interested in wealth management. Candidates go through a formal interview process that includes assessment testing and meetings with client teams. Each intern is placed on a client advisory team or the Enterprise Services team, paired with a mentor, and completes a capstone Financial Action Plan presented to senior leadership.
Frequently Asked Questions About Moneta Group
What internship does Moneta Group offer?
Moneta Group runs a paid summer internship in wealth management. The program lasts about 9 weeks and includes a week-long onboarding, mentorship matching, weekly skills training, and a capstone project.
Does Moneta Group have full-time early career roles?
Yes. Moneta hires Client Advisory Associates who work directly with clients on financial planning and wealth management. These roles are based in St. Louis, MO.
Is the Moneta Group internship paid?
Yes. The summer internship is a paid position.
What qualifications do I need for Moneta Group?
You need a bachelor's degree or be a rising junior/senior with an interest in wealth management or financial planning. No specific GPA cutoff is listed.
Does Moneta Group require FINRA licenses?
Wealth management roles at Moneta typically require the Series 7 and Series 65 or 66 licenses. Passing the SIE before you apply can help build your resume.
Program details, links, and requirements may change. Visit the company's career page directly for the most current information.
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