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Financial Services Intern

2 months ago

Saint Louis, United States Moneta Full time
Job Overview

Moneta, a leading independent Registered Investment Advisory firm, is seeking a highly motivated and detail-oriented individual to join our wealth management team as a Wealth Management Intern.

Key Responsibilities
  • Contribute to projects ensuring the integrity of client data and financial planning.
  • Conduct research and analysis to support investment strategies and client relationship management.
  • Prepare written reviews and documents for client review meetings and signature.
  • Gain exposure to various financial planning software and data management systems.
  • Support the team in scanning, filing, and shredding sensitive client documents.
  • Participate in training and team activities to enhance skills and knowledge.
  • Assist with special projects as required by the team's current needs.
Requirements
  • Progress toward a B.S. in Business, Finance, or Accounting is preferred.
  • Proficiency in Microsoft Office applications is required.
  • Availability to work onsite in the office is necessary.
Company Overview

Moneta is a fiduciary fee-only Registered Investment Advisory firm, committed to providing exceptional service and building long-term relationships with clients. We prioritize integrity, transparency, and expertise in our wealth management services.