Moneta Group

Your Career at Moneta Group Starts Here

At Moneta Group, we're focused on growing our sustainable business, multigenerational client relationships, and developing world-class talent.


Why does that matter to you?


The wealth management industry’s operating environment over the next ten years will not resemble its previous two decades. Heightened competition, increasing operational complexity and the inevitable retirement of many of the industry’s pioneers will reshape its structure.

At Moneta, we believe that success will be found by those firms that continue the difficult evolution from a mere collection of professionals into sustainable businesses.  For some business owners, the idea of relinquishing control may feel daunting; but to build a sustainable business that will thrive after the founding Partner leaves, the passing of the baton is essential.

Our sustainable business model allows us to stay independent, improve team performance by combining complimentary skills, and most importantly, demonstrate continuity of care for our multigenerational clients.

That makes talent development one of our most important tasks. Our model provides limitless opportunities for growth, rewarding client relationships, and a clear career path.


We are interested in college students, recent graduates and those who have already begun their careers elsewhere but know they could be thriving if they were part of a firm with extraordinary talent willing to help them achieve their full potential.


To learn more, click here or submit your resume for general consideration.