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Engagement Opportunities
Throughout the program, interns have several opportunities to engage with Moneta employees across all departments and seniorities through a "Meet the Expert" speaker series, internal and external networking opportunities, presentation of a Financial Action Plan capstone project to senior leadership – and more.
Interns are also matched with a Mentor that will help support them through the entirety of the program.
Work with an Advisory Team or in Our Home Office Enterprise Services Team
Each intern is hired onto a client advisory team or the Enterprise Services Team, where they learn the basic foundational knowledge of team operations and client services within the Financial Industry. Interns start their internship program with a tailored week-long onboarding experience designed just for them. From there, custom programming is created each week in order to create hands-on training and experiences to fully understand a day in the life of an employee at Moneta.
9 Weeks Paid Internship
This opportunity is a paid internship and opportunities for extended internships and full-time hire at Moneta are available upon program completion.
The application window for the internship program is available from September 1 through September 30. Please visit our website in early Fall to explore Moneta internship opportunities for the upcoming Summer season.
WHAT OUR INTERNS HAD TO SAY
“I really enjoyed the internship program this summer. Throughout the internship, I feel Moneta did a great job of putting an effort towards events and other scheduled sessions. The weekly intern program sessions gave the interns opportunities to learn and grow during what would normally be down time during most internship experiences.”
Matthew McGowan – Summer 2024
“I really enjoyed the internship program this summer. Throughout the internship, I feel Moneta did a great job of putting an effort towards events and other scheduled sessions. The weekly intern program sessions gave the interns opportunities to learn and grow during what would normally be down time during most internship experiences.”
Matthew McGowan – Summer 2024
“Moneta’s company culture is amazing. Everyone is here to help one another. I have always felt very welcomed. There are so many fun opportunities and events that makes it feel like a family.”
Tessa Madden – Summer 2024
“Moneta’s culture can be described as welcoming, inspiring, and one that encourages and promotes growth. I have found that everyone around me wants to see me succeed and is there to help me learn. Everyone in the company treats you as more than just an intern and you really get to experience what life at Moneta is like. From the inside, it is obvious how much Moneta truly cares for its clients and that is something that I was looking for in an employer.”
Bridget Ruzicka – Summer 2024
“I have learned more than I could have imagined coming here this summer. Within the first few weeks, I felt I had almost learned more about real world examples than I have in school.”
Danny Jensen – Summer 2024
SOME OF OUR INTERNS GO ON TO BECOME FULL-TIME MONETA EMPLOYEES
“After experiencing a variety of summer internships, the learning opportunities I was able to be a part of at Moneta solidified my decision to start my career here. From day one, I felt like a team member and was given the freedom to work on various projects. Having the knowledge base of who Moneta is, what it means to truly serve our clients, and how to provide exemplary service made all the difference as I started my first full-time job. As I come up on my fourth year at Moneta, I am so grateful for the opportunity to have been an intern. I am a better team member because of the foundation I built through the program.”
Katie Hackett – Senior Client Service Manager
“After experiencing a variety of summer internships, the learning opportunities I was able to be a part of at Moneta solidified my decision to start my career here. From day one, I felt like a team member and was given the freedom to work on various projects. Having the knowledge base of who Moneta is, what it means to truly serve our clients, and how to provide exemplary service made all the difference as I started my first full-time job. As I come up on my fourth year at Moneta, I am so grateful for the opportunity to have been an intern. I am a better team member because of the foundation I built through the program.”
Katie Hackett – Senior Client Service Manager
“The learning opportunities I gained through Moneta’s internship program were invaluable and enhanced my understanding of the financial services industry. This provided a great foundation for real-world financial practices. During my internship, I had the privilege to familiarize myself with the various platforms and systems Moneta uses. I shadowed team members to see a realistic day as a CSM and provided project support, which gave me a better understanding of the operational side. This made my transition to a Client Service Manager much smoother and helped me become more confident in my role. I am grateful for my team’s constant support, guidance, and encouragement throughout my journey.”
Kate Bauer – Client Service Manager
“Interning at Moneta was a wonderful start to my career. My team gave me the opportunity to input client data into a new financial planning software which fully exposed me to Moneta’s service model and how we operate. In addition, I prepared client presentation materials and even got to witness a few client meetings. I am especially grateful for the intern program’s heavy emphasis on education as the training and MonetaU classes provided me with a fabulous base of knowledge. This allowed me to gain the trust of my teammates right away and take on some very large projects in my first six months.”
Charlie Mueth – Advisor
“Moneta’s internship program provided a fantastic opportunity to both explore the financial services industry and get a glimpse of what it looks like to work for an industry leader. I quickly realized the people and culture at Moneta were unmatched, and I began to take on as many projects as I could with the hope of receiving a full-time offer. Through constantly reprioritizing these projects and working with different stakeholders on the Enterprise Service Team, I concluded my internship as a more well-rounded young professional. The skills and knowledge that I gained as an intern were truly invaluable and helped pave the way towards a position in data analytics and business intelligence.”
Nate Bira – Business Intelligence Analyst
Learn About Moneta’s Culture
We take great measures to ensure that we are fostering a culture that we can be proud of, one where we seek to understand the needs of those around us, see the possibilities, take action, and forge lasting relationships through empathy, care, and respect. We strive to provide an exceptional experience, and to do the right thing – always.
© 2024 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.