Working as a financial services professional, you probably are asking two things about your career: What is best for my clients? And, what’s best for me?
At a bigger firm, it’s harder to make a difference for your clients – or for your career. Procedures and bureaucracy can be inflexible, leaving you frustrated. But, at a small firm, you can end up spending more time on administrative tasks than helping your clients.
Moneta is the rare place where you can access big-firm support while also being part of a small team where you can forge lasting relationships with both clients and colleagues.
You want to grow as a professional. Being able to offer your clients more options around investments, charitable giving, family education, and tax and trust services helps your clients and your professional development. Moneta has you covered on these, as well as access to a group of Advisors and corporate professionals whose experience becomes your experience.
Our internal resources also take care of HR. Compliance. Marketing. Technology. Cybersecurity. Strategic planning. Even career training for your team. With Moneta as your operational partner, you’ll have more time to pursue HNW, UHNW, and family office clients.
If you’re looking for a place where you can have the resources you need to grow while working with colleagues who support you and share their expertise, let’s talk.
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