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Wealth Management Professional

2 months ago

St Louis, Missouri, United States Moneta Corporation Full time

Company Overview

Moneta Corporation is an independent Registered Investment Advisory firm (RIA) with a nationwide presence. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. Our focus is on building long-term relationships, delivering exceptional service, and exceeding client expectations globally.

Job Summary

We are seeking a highly motivated and detail-oriented Wealth Management Intern to join our team. As a Wealth Management Intern, you will support our wealth management team in 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.

Key Responsibilities

  • Contribute to projects ensuring the integrity of client data
  • Conduct financial planning and research
  • Prepare written reviews with investment information, including asset values and investment returns, for client review meetings
  • Prepare various documents for client signature
  • Gain exposure to various types of financial planning software
  • Data management of signed client forms
  • Scanning, filing, and shredding of sensitive client documents
  • Participate in training and team activities
  • Special projects as required by the current needs of the team

Qualifications

  • Progress toward a B.S. in Business, Finance, or Accounting is preferred
  • Proficient in Microsoft Office applications
  • Availability to work onsite in the office