Moneta

Director of Public Manager Research

10+ years in asset management with CFA; leadership exp; multi-asset research, client communication, regulatory awareness.

Associate Advisor

Bachelor's degree; CFP preferred or required within 3 years; 3-5 years client-facing experience; Series 65 or license within 60 days; investment monitoring experience; MS Office/Salesforce/Orion/Money Guide Pro preferred.

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Client Support Specialist

Client-focused support handling custodial processing, account maintenance, and liaison between clients and custodians; familiarity with Salesforce, DocuSign, Microsoft Office; 1+ year experience preferred.

Executive Assistant

Three years+ related experience; Executive/Personal Assistant experience preferred; HS diploma or higher; proficient in Microsoft Office, especially Excel.

Client Transition Specialist

Bachelor's degree in business, finance or related field; 1+ year experience; proficient in Microsoft Office, Salesforce CRM, DocuSign; US work authorization.

Relationship Manager

Bachelor’s degree in Business or Finance; 10+ years in wealth management/enterprise services; strong cross-functional collaboration and PM skills; proficient in MS Office; authorized to work in the United States.

Full Stack Developer

Full stack developer with 3+ years of experience, strong TypeScript/React/Node.js, Salesforce experience, and a Bachelor's degree.

Bookkeeper

Bachelor’s degree in Accounting, Business, or Finance; Proficiency in QuickBooks; Proficiency in Microsoft Office.

Senior Client Service Manager

Bachelor's degree in accounting or finance; 3+ years relevant experience; proficient with Microsoft applications.

Director of Strategic Referral Channels

7+ years in wealth management or custodial referral programs; Bachelor's in Business Administration or related field; experience with custodial referral platforms; strong analytics and relationship skills.

Data Engineer

2-4 years data engineering; SQL and Python; SQL Server, Snowflake; Power BI; data governance; authorized to work in the United States.

Managing Director of Wealth Transfer Strategy

JD required; US license; 10+ years in estate planning; UHNW client advisory; succession planning; strong communication.

Advisor

CFP or CPA required; Bachelor's degree; 3-5 years client service advisory; CPA with tax or JD with estate planning a plus; Series 65 or 7/66 within 60 days if CFP/CFA not held.

Bachelor's degree; 3-5 years client service/advisor experience; licensing (Series 65 or 7/66); CFP/CFA/CPA/PFS or JD with estate planning a plus; U.S. work authorization.

Financial Advisor

Bachelor's degree; 3-5 years client service/advisory experience; CFP/CFA/CPA/PFS or JD a plus; Series 65 or 7+66 within 60 days if CFP/CFA not held; CFP/CFA within 3 years; eligible to work in the United States.

Advisor, CFP

Bachelor's degree; 3-5 years client service/advisor; CFP/CFA/CPA/PFS or JD a plus; Series 65 or 7+66 within 60 days if no CFP/CFA; CFP/CFA within 3 years; authorized to work in the United States.

Client Service Manager

Bachelor's degree preferred; 2-3 years experience preferred; authorized to work in the United States.

Bachelor's in finance or related field; 2-3 years experience; authorized to work in the United States.

Title	Location	Date
Director of Public Manager Research Full Time · 10+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 29, 2026
Associate Advisor Full Time · 3+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 23, 2026
Client Support Specialist Full Time · 1+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 21, 2026
Executive Assistant Full Time · 3+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 20, 2026
Client Transition Specialist Full Time · 1+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 20, 2026
Relationship Manager Full Time · 10+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 17, 2026
Full Stack Developer Full Time · 3+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 16, 2026
Bookkeeper Full Time United States · Remote	United States Remote	Apr 16, 2026
Senior Client Service Manager Full Time · 3+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Apr 16, 2026
Director of Strategic Referral Channels Full Time · $189K-$236K · 7+ YOE Denver, Colorado, United States · Onsite	Denver, Colorado, United States Onsite	Apr 10, 2026
Data Engineer Full Time · 2+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Mar 27, 2026
Managing Director of Wealth Transfer Strategy Full Time · 10+ YOE Chicago, Illinois, United States · Hybrid	Chicago, Illinois, United States Hybrid	Mar 18, 2026
Advisor Full Time · 3+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Mar 9, 2026
Advisor Full Time · 3+ YOE Mission Woods, Kansas, United States · Onsite	Mission Woods, Kansas, United States Onsite	Mar 9, 2026
Advisor Full Time · 3+ YOE Moorestown, New Jersey, United States · Onsite	Moorestown, New Jersey, United States Onsite	Mar 9, 2026
Advisor, CFP Full Time · 3+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Feb 16, 2026
Client Service Manager Full Time · 2+ YOE Mission Woods, Kansas, United States · Onsite	Mission Woods, Kansas, United States Onsite	Feb 11, 2026
Client Service Manager Full Time · 2+ YOE Clayton, Missouri, United States · Onsite	Clayton, Missouri, United States Onsite	Feb 11, 2026

Activities	wealth managementfinancial planninginvestment managementestate planningtax advisory
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Moneta
Employees	570
Type	Private
Subsidiaries	Lane Hipple Wealth Management GroupMoneta Charitable Foundation
Tagline	Provides independent wealth management and financial advisory services.
Founded	1,869
Website	monetagroup.com

Moneta

About Moneta