CFP®, CPA, J.D., or CFA®
Are you an entrepreneurial spirit with a passion for taking care of others?
Are you looking for a clear, rewarding career path? Do you thrive in the company of intelligent, driven colleagues? If so, we’d like to talk!
At Moneta Group, we provide exceptional wealth management and retirement planning services for families and businesses with complex finances. No matter how long it takes or the amount of work required, we go above and beyond for our clients and each other.
Advisors at Moneta have the technical ability to facilitate services including portfolio management, education planning, business planning, and beyond. More importantly, they seek to understand each client’s unique situation, see possibilities for exceptional service, forge lasting relationships, and are wired to do the right thing always.
Advisors at Moneta Group also have the unique opportunity to advance their careers in a long-term and intentional way. Our Partner in Training program offers a clear career path for those interested in being part of our sustainable business model, which facilitates lifetime client relationships and a rewarding career development platform for those interested in investing in themselves and the firm.