Our Culture
PROVIDING AN EXCEPTIONAL EXPERIENCE FOR OUR EMPLOYEES!
Our Award-Winning Culture
We know our culture and exacting standards set the context for everything we do here at Moneta. Maintaining a strong, inclusive, communicative culture is paramount to the overall success of our business and our efforts to make Moneta a great place to work. We take great measures to ensure we are fostering a culture we can be proud of. One where we seek to understand the needs of those around us, see the possibilities and take action, forge lasting relationships through empathy, care and respect, providing an exceptional experience, and do the right thing – always.
How Our Employees Describe Moneta
Top Workplace
High-Growth Opportunities
Inclusive Community
Comprehensive Benefits
Career Development
Moneta Charitable Foundation
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 in which we live and work by offering employees 8 paid volunteer hours each year.
Moneta U
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.
MENTORSHIP FOR THE NEXT GENERATION OF FINANCIAL ADVISORS
Moneta solved for the sustainability of its business by creating the “Path to Partner” and “Partner in Training” (PIT) programs that were founded on and driven by mentorship.
Read more about these programs here
Well Moneta
Well Moneta promotes physical, mental, financial, and social wellness by offering tools, incentives, strategies, and resources to help our employees adopt and maintain healthy habits. Encouraging balance and promoting overall well-being 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.
Moneta Diversity, Equity & Inclusion Council
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
Continuing education is offered on-site
Firm-sponsored small group activities
Fresh fruit, soda, and snacks
Parental leave
8 paid volunteer hours
Professional development reimbursement
401(k) match of 50% up to 6% contribution
Professional development tools through Moneta U
Pet insurance
Employee referral incentive program
Monthly all-firm management events
Profit sharing
Medical, dental, and vision insurance
Service awards & recognition
Employee assistance programs
Repetition is No Coincidence
RECOGNIZED AS ONE OF ST. LOUIS’ TOP WORKPLACES FOR THE 8TH CONSECUTIVE YEAR, AND FOR THE THIRD TIME IN THE USA!
© 2023, Moneta Group Investment Advisors, LLC 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. All rights reserved. Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, 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. Barron’s (BN) ranking dated Sept. 16, 2022 based on ADV data provided to BN for time period ending Dec. 31, 2021; Sept. 20, 2021 ranking based on ADV data provided to BN for time period ending Dec. 31, 2020; Sept. 11, 2020 ranking based on ADV data provided to BN for time period ending Dec. 31, 2019; Sept. 13, 2019 ranking based on ADV data provided to BN for time period ending Dec. 31, 2018; Sept. 14, 2018 ranking based on ADV data provided to BN for time period ending Dec. 31, 2017; Sept. 15, 2017 ranking based on ADV data provided to BN for time period ending Dec. 31, 2016; Aug. 27, 2016 ranking based on ADV data provided to BN for time period ending Dec. 31, 2015.