INTERNSHIP DETAILS

Wealth Management Intern - Summer 2027

CompanyMoneta Group Investment Advisors LLC
LocationGreenwood Village
Work ModeOn Site
PostedSeptember 1, 2026
Internship Information
Core Responsibilities
The intern will support the firm by conducting research, gathering data, and assisting with financial planning and client service initiatives. They will also contribute to special projects and help coordinate meetings and business activities.
Internship Type
intern
Company Size
671
Visa Sponsorship
No
Language
English
Working Hours
40 hours
Apply Now →

You'll be redirected to
the company's application page

About The Company
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
About the Role

MONETA is an independent Registered Investment Advisory firm (RIA) headquartered in St. Louis, Missouri, with offices nationwide. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.

Are you passionate about finance and eager to gain hands-on experience in wealth management? Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.

As a Wealth Management Intern, you will support our firm where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management. This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects. This internship provides a foundational introduction to the wealth management profession and offers insight into potential career opportunities within Moneta.

Essential Responsibilities 

  • Contribute to projects that ensure integrity of client data
  • Gain exposure to various types of financial planning software
  • Support client service activities through research, data gathering, analysis, meeting preparation, and other initiatives related to financial planning and wealth management services
  • Help coordinate meetings, events, and other business activities as needed
  • Contribute to department-specific initiatives and special projects


Learning & Development Opportunities

  • Receive mentorship from experienced wealth management professionals while participating in networking events, training programs, and career development opportunities across the firm
  • Develop an understanding of Moneta’s business model, services, and client experience philosophy
  • Learn foundational concepts related to financial planning, investment management, and the RIA industry
  • Complete assigned learning activities and professional development opportunities
  • Develop professional skills including communication, presentation, teamwork, and relationship management through hands-on projects and learning opportunities


Qualifications

  • Progress toward B.S. Business, Finance, or Accounting preferred 
  • Proficient in Microsoft Office applications
  • Availability to work onsite in the office
  • Strong attention to detail and organizational skills
  • Effective written and verbal communication skills
  • Interest in financial planning, wealth management, and client service
  • Ability to work collaboratively in a team environment


Additional Information

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails. 

Key Skills
Financial planningInvestment strategiesClient relationship managementData analysisResearchMeeting preparationMicrosoft OfficeCommunicationTeamworkOrganizational skillsAttention to detail
Categories
Finance & AccountingCustomer Service & SupportAdministrative
Wealth Management Intern - Summer 2027 - InternshipsHQ