Training for Advisors

Build Your Career Toward Partner


Our Partner Training Program is designed to develop the next generation of financial advisors.

Through comprehensive training, mentorship, and hands-on experience, we prepare talented professionals for leadership roles in wealth management.

Moneta is 100% partner-owned

Moneta hears your questions. Our Partner-in-Training (PIT) program is a comprehensive development initiative designed to prepare future partners through a mix of classroom instruction, self-study, and mentorship. Lasting two to four years, it focuses on business development, practice management, client relationships, and leadership, with both objective and subjective criteria for promotion, culminating in a Board of Directors’ decision.

Business Development

Practice Management

Client Relationship

Leadership

The result?

A clear career path for those who aspire to take on an ownership role, knowing the components of a successful RIA and prepared to be effective leaders.

Current openings