The Advisor will work closely with the Partner and other Advisors on a Retirement Team to learn and advise on all aspects of the Retirement/401(k) business. This Advisor will work with Partners to give the appropriate advice for clients on issues ranging from investment strategies to participant education programs within our 401(k) practice. Our Advisors are expected to participate and lead client meetings as well as work directly with retirement plan participants. In all client interactions our Advisors need to reinforce the 'Why' for Moneta.
Ranked among the Top 10 RIAs by Barron’s for three consecutive years (2018-2020), Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to our clients that only an independent company can offer.
Value of Being a Moneta Employee
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families. This commitment is consistent with Moneta’s WHY: “To empower people to navigate life’s path and protect what they cherish.”