Wealth Management Intern - Summer 2027

Moneta; Greenwood Village (CO); Sur place; USD 25 000 - 39 000; Plein temps

Résumé du poste

Moneta is seeking a Wealth Management Intern to gain hands-on exposure to financial planning, investment strategies, and client relationship management. You will support the firm in a team-based environment and contribute to real-world projects while building foundational skills in wealth management and the RIA industry.

Ideal candidates are pursuing a BS in Business/Finance/Accounting, proficient with MS Office, and able to work onsite.

Qualifications

• Pursuing BS in Business, Finance, or Accounting preferred.
• Proficient in Microsoft Office applications.
• Availability to work onsite in the office.
• Strong attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Interest in financial planning, wealth management, and client service.
• Ability to work collaboratively in a team environment.

Responsabilités

• Contribute to projects that ensure integrity of client data.
• Gain exposure to various types of financial planning software.
• Support client service activities through research, data gathering, analysis, meeting preparation, and other initiatives related to financial planning and wealth management services.
• Help coordinate meetings, events, and other business activities as needed.
• Contribute to department-specific initiatives and special projects.

Connaissances

Team collaboration

Detail-oriented

Strong communication

Formation

Pursuing Bachelor’s degree in Business/Finance/Accounting

Outils

Microsoft Office

Excel

PowerPoint

Description du poste

MONETA is an independent Registered Investment Advisory firm (RIA) headquartered in St. Louis, Missouri, with offices nationwide. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.

Are you passionate about finance and eager to gain hands-on experience in wealth management? Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.

As a Wealth Management Intern, you will support our firm where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management. This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects. This internship provides a foundational introduction to the wealth management profession and offers insight into potential career opportunities within Moneta.

• Contribute to projects that ensure integrity of client data
• Gain exposure to various types of financial planning software
• Support client service activities through research, data gathering, analysis, meeting preparation, and other initiatives related to financial planning and wealth management services
• Help coordinate meetings, events, and other business activities as needed
• Contribute to department-specific initiatives and special projects
• Receive mentorship from experienced wealth management professionals while participating in networking events, training programs, and career development opportunities across the firm
• Develop an understanding of Moneta’s business model, services, and client experience philosophy
• Learn foundational concepts related to financial planning, investment management, and the RIA industry
• Complete assigned learning activities and professional development opportunities
• Develop professional skills including communication, presentation, teamwork, and relationship management through hands-on projects and learning opportunities

Qualifications

• Progress toward B.S. Business, Finance, or Accounting preferred
• Proficient in Microsoft Office applications
• Availability to work onsite in the office
• Strong attention to detail and organizational skills
• Effective written and verbal communication skills
• Interest in financial planning, wealth management, and client service
• Ability to work collaboratively in a team environment

MONETA is an independent Registered Investment Advisory firm (RIA) headquartered in St. Louis, Missouri, with offices nationwide. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.

Are you passionate about finance and eager to gain hands-on experience in wealth management? Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.

As a Wealth Management Intern, you will support our firm where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management. This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects. This internship provides a foundational introduction to the wealth management profession and offers insight into potential career opportunities within Moneta.

Essential Responsibilities

• Contribute to projects that ensure integrity of client data
• Gain exposure to various types of financial planning software
• Support client service activities through research, data gathering, analysis, meeting preparation, and other initiatives related to financial planning and wealth management services
• Help coordinate meetings, events, and other business activities as needed
• Contribute to department-specific initiatives and special projects

Learning & Development Opportunities

• Receive mentorship from experienced wealth management professionals while participating in networking events, training programs, and career development opportunities across the firm
• Develop an understanding of Moneta’s business model, services, and client experience philosophy
• Learn foundational concepts related to financial planning, investment management, and the RIA industry
• Complete assigned learning activities and professional development opportunities
• Develop professional skills including communication, presentation, teamwork, and relationship management through hands-on projects and learning opportunities

Qualifications

• Progress toward B.S. Business, Finance, or Accounting preferred
• Proficient in Microsoft Office applications
• Availability to work onsite in the office
• Strong attention to detail and organizational skills
• Effective written and verbal communication skills
• Interest in financial planning, wealth management, and client service
• Ability to work collaboratively in a team environment

Additional Information

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.