Moneta is looking for an Estate Planning Attorney to play a critical role in delivering high-quality estate planning strategies and recommendations to our clients, particularly focusing on serving high and ultra-high-net-worth clients within the Family Office space. To learn more about this role and to apply, click the link below.
Moneta
Financial Services
St Louis, Missouri 6,291 followers
Let's talk. But not just about money.
About us
Moneta, ranked by InvestmentNews as the one of the Midwest’s largest independent RIAs with more than $37.4 billion in AUM and 500 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch. “MonetaU" – the company’s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone’s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry’s top talent while promoting a culture that rewards those who continually pursue improvement.
- Website
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http://www.monetagroup.com
External link for Moneta
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- St Louis, Missouri
- Type
- Partnership
- Founded
- 1869
- Specialties
- Family CFO Services, Retirement and Education Planning, Investment Planning, Institutional Consulting and Retirement Plan Administration, Tax Planning, Moneta Trust, a division of National Advisors Trust, FSB, Philanthropic and Estate Planning, and Family Office
Locations
Employees at Moneta
Updates
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Our investment team covers the historical events from this year's third quarter. These topics cover the incumbent president dropping out, two failed assassination attempts on a former US President (and current candidate), Japan's Nikkei 225 Index suffering its worst single-day drop since 1987, and more. Follow the link below to read the entire piece.
Third Quarter Investment Report
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Without some sense of community, what you do for work can feel like only work, and nothing more. If you're looking for an opportunity to help both your career and also your community, click the link to learn more: https://bit.ly/404zo6L
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Do you ever wonder – even worry – what happens to your wealth if your company’s success takes a turn for the worse? More importantly, what happens to you and your family in this situation? Click the link to learn more about why and how to diversify your wealth in this scenario.
What happens to your wealth when your equity compensation is tied to the success of a single company that fails?
monetagroup.com
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In addition to being named to the 2024 USA Top Workplaces list, we are proud to receive three culture awards in the areas of Appreciation, Employee Well-Being, and Professional Development. At Moneta, the true reward is seeing how our employee satisfaction positively impacts our care for clients, colleagues, and communities. We are honored to be recognized once again by USA TODAY as a Top Workplace across the nation. Read more: https://bit.ly/4eMZb7T Top Workplace’s methodology: https://bit.ly/4eLrjZ8 No payment was made for inclusion in this ranking.
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Moneta is seeking a Vice President of Practice Management to lead and oversee operational, strategic, and client service functions within wealth management and advisory practices, focusing on optimizing financial advisor performance and enhancing client experience. Additionally, this role is responsible for Mergers and Acquisitions Transitions, ensuring the successful onboarding and integration of new advisor teams and their clients to the Moneta platform. For more information and to apply, click the link below.
Vice President of Practice Management
jobs.smartrecruiters.com
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Do you want to work with a thriving organization committed to empowering its clients, community, and employees? Join our growing firm! Learn more about Moneta and explore career opportunities across all of our locations here: https://bit.ly/4eLiD4X
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It's been said that Dan Harbaugh, the late President & CEO of Ronald McDonald House Charities of St. Louis, called himself "the richest man in the world." He found his true wealth in friendships, family, and his passion for serving others. He was a pillar of the St. Louis community and an esteemed friend of Moneta. In honor of his life and legacy, we are delighted to share that the Moneta Charitable Foundation is making a $50,000 contribution to Ronald McDonald House Charities (RMHC) St. Louis in support of the Dan Harbaugh Endowment. RMHC St. Louis provides a home and care to families seeking medical treatment with sick or injured children. This endowed fund celebrates Dan’s lengthy and impactful career at RMHC and will be directed to the annual operating budget, allowing for a dependable and growing stream of consistent support, year over year. This gift was made possible thanks to the leadership of Moneta Partner Don Kukla, who spearheaded the request. It was also supported by the generous donations of other Moneta Partners and employees, many of whom are longtime RMHC volunteers, Board Members, and supporters. Mark D. Heffernan; David Sadler
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Is your company worth enough to support the life you imagine when you’re no longer a business owner? Who determines the value of a business and how do you find that out? Click the link below to learn more.
Do you know how much your business is worth?
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In September's monthly recap, our investment team covers how recent returns buck the trend, the Fed's decision to cut rates by 50bps, and a stimulus package in China. Follow the link below to read the entire piece. https://bit.ly/3BEOAgN
Monthly Recap - September 2024
monetagroup.com