About the role#
This is a paid, full-time summer internship for 2027. You will work alongside experienced professionals to learn about wealth management, investment strategies, and client relationship management. The role focuses on gaining hands-on experience and contributing to real-world projects within a team environment.
What you'll do#
- Support client service activities through research, data gathering, analysis, and meeting preparation.
- Contribute to projects that ensure the integrity of client data.
- Gain exposure to various types of financial planning software.
- Help coordinate meetings, events, and other business activities as needed.
- Contribute to department-specific initiatives and special projects.
What you'll need#
- Progress toward a B.S. in Business, Finance, or Accounting.
- Proficiency in Microsoft Office applications.
- Strong attention to detail and organizational skills.
- Effective written and verbal communication skills.
- Availability to work on-site in the office.
Location & details#
This role is on-site and requires availability to work in one of our office locations: Clayton, MO; Greenwood Village, CO; Moorestown, NJ; Boulder, CO; Worcester, MA; Mission Woods, KS; Chicago, IL; Denver, CO; or Wellesley, MA.
About Moneta
Moneta is a wealth management firm based in Clayton, Missouri. Founded in 1869, the company operates as a partnership and employs 672 people. It provides financial services to individuals and families, ranging from young earners to those with complex, multi-generational wealth. The firm offers services including tax planning, estate planning, and institutional consulting.
How to get in at Moneta
Securing an internship at Moneta requires timing and precision. Because early applicants are often reviewed before the candidate pool becomes unmanageable, Intern Insider sends an instant alert the moment a role is published. This helps you apply among the first, ensuring your materials reach the team while they are still actively building their shortlist. Reaching out to the right person is just as important as your application timing. Intern Insider surfaces the recruiters behind Moneta roles, allowing you to contact them directly to inquire about the position or request a referral. This direct approach often improves your response rates compared to submitting your resume into a general queue.
