Navigating the complexities of personal finance can be daunting. That’s why a career in financial services can be so rewarding: you’re helping give people peace of mind and greater confidence in their financial future. But there are many options for anyone choosing this career, and one of those is to embrace the fiduciary standards of a registered investment adviser (RIA).
Becoming an advisor at an RIA means being a fiduciary. You don’t just offer financial advice; you are legally bound to prioritize the client’s best interest above all else. This fiduciary duty, a legal and ethical obligation, makes a difference in your career.
Knowing that your decisions are for their well-being, not your personal gain, helps make your client relationships closer. Your clients know you’re never pushing a certain product for a hefty commission because you are obligated to avoid and disclose conflicts of interest that could sway your recommendations. Fiduciaries also disclose all fees and any limitations to their expertise. This open communication helps form lasting client relationships and build a network of referrals.
Moneta has been highly ranked by Barron’s for quality and scale (2017-2023)*. With over 100 advisors serving over 6,000 individuals, families, and institutions, we’re proud of our breadth and depth of experience. By choosing a career at Moneta, you’ll be joining the ranks of fiduciaries, pledged to empower people to navigate life’s path and protect what they cherish.
© 2024 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
