To give you a little background, Moneta Group is a comprehensive financial planning firm, consistently ranked among the top Registered Investment Advisory firms in the country.
We empower people to navigate life's path and protect what they cherish.
We are in the people business. We take care of people - both our clients and each other - by offering world-class services that empower and inspire. And there is no better feeling than walking into the office each day and feeling like you are part of something bigger. At Moneta Group, we know this feeling well.
We are currently hiring for the following positions:
Advisors with four years or more of relevant experience and JD, CPA, CFP(r), CFA(r) or Master's degree from an accredited institution; we are interested in Advisors who also have an interest in business development.
December 2016 graduates who have shown an interest in the financial services/wealth management industry either through the choice of their major or prior experience.
Client Service team members to provide overall client service support, help prepare for client meetings, and follow up on items after client meetings.
Director of Talent Management and Organization Development with an emphasis on developing training programs for a variety of career paths/experience levels.
Operations Manager for a fast growing team to run the day-to-day operations of the business so the Partners can focus on the highest and best use of their time; the Manager will direct the processes/workflow of the team, develop performance metrics and dashboard reports to track results versus goals, run financial models to help Partners make informed business/strategy decisions.