Wealth Management Intern - Summer 2027
About The Position
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.
Requirements
- 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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Intern
