training for advisors
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.