Wealth Management Professional

2 weeks ago


Mission Viejo, California, United States Moneta Corporation Full time
Unlock Your Potential in Wealth Management

At Moneta Corporation, we're seeking a talented and ambitious individual to join our wealth management team as a Wealth Management Intern. As a key member of our team, you'll have the opportunity to gain hands-on experience in financial planning, investment strategies, and client relationship management.

Key Responsibilities:
  • Contribute to projects ensuring the integrity of client data
  • Conduct financial planning and research to support our wealth management team
  • Prepare written reviews with investment information for client review meetings
  • Prepare various documents for client signature
  • Gain exposure to financial planning software and data management
  • Participate in training and team activities
  • Support special projects as required by the team's current needs
Requirements:
  • Progress toward a B.S. in Business, Finance, or Accounting
  • Proficient in Microsoft Office applications
  • Availability to work onsite in the office

As a fiduciary fee-only Registered Investment Advisory firm, Moneta Corporation is committed to providing exceptional service to our clients. We're looking for a team player who shares our values and is passionate about delivering outstanding results.



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