Moneta is committed to empowering our communities through Moneta Charitable Foundation and our employee volunteer program, Moneta Momentum. We are uniquely situated to give back, especially by supporting financial literacy and economic development. Through our philanthropic giving and service work, we aim to create a more equitable, accessible financial future. We also encourage continued investment into the communities we live and work by offering employees 8 paid volunteer hours each year.
Our industry leading Moneta U program equips each Moneta team member with the knowledge and resources to provide best-in-class service to our clients by offering employees personal and professional growth tools flexible learning resources. The program ensures each employees had access to clearly defined career path and in-person, virtual, and on demand learning settings. MonetaU and other perks like professional development reimbursement, is our way of investing in the education, development, and training of our team members.
Well Moneta promotes physical, mental, financial, and social wellness by offering tools, incentives, strategies, and resources to help the our employees adopt and maintain healthy habits. Encouraging balance and promoting overall wellbeing through the program and other initiatives is just one of the ways we strive to provide an exceptional experience to our most important asset – our people.
At Moneta, we empower people to navigate life’s path and protect what they cherish. The “why” behind what we do can only be achieved by continually striving for an equitable, inclusive culture that encourages valuing, respecting, and celebrating the differences of our employees, clients, and all whom we encounter. We remain committed to creating a safe, diverse, and inclusive workplace and are working to promote accessibility to the industry across a wider range of professionals.
SOME OF OUR GREAT BENEFITS & WORK PERKS
18 days of PTO in first full calendar year and 9 paid holidays
Professional Development tools through Moneta U
Continuing Education Offered On Site
8 Paid Volunteer Hours
Medical, Dental, and Vision insurance
Firm-sponsored small group activities
Professional Development Reimbursement
Employee Referral Incentive Program
SERVICE AWARDS & RECOGNITION
Fresh Fruit, Soda & Snacks
401(k) match of 50% up to 6% contribution
Monthly all-firm engagement events
EMPLOYEE ASSISTANCE PROGRAMS
© 2022 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Company by any of its clients.