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2.7
3 ratings
2.7
Salary & Benefits
2.0
Professional growth
3.0
Work-Life balance
2.7
Recognition & Support
3.0
Culture & Values
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Moneta Group is an independent registered investment advisor(RIA) company located in Colorado and Missouri. They provide fiduciary financial advisors to aid families and individuals to protect their current wealth and plan for the future. They offer coaching education, saving plans, retirement plans, institutional coaching, and financial advocate. They provide large scale resources, expertise in asset management, personalized attention, and respect to their clients. It has nearly 300 team members that are appointed for more than 230 professional designations. They serve four roles; client service administrator, client service manager, operations manager, and advisor. The company is continuously looking for energetic, skilled, and qualified individuals to join their team. It also offers a training program for employees to grow.

Company - Private
$50M to $100M
Multiple locations
Investing Companies
1869

Departments

What departments Moneta Group employees work at?
DepartmentsRatio
other occupation58%
Computer Systems Managers42%
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Team

Professional experience

Professional Growth

How many years of experience do Moneta Group employees have before joining?
Years of experience at Moneta Group: Newcomers: 32%, Experiencers: 17%, Experts: 18%, Veterans: 33%. Moneta Group employees have 8+ years experience on average before joining.
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Professional Growth

Where did Moneta Group employees work before joining?
Where they've worked before Moneta Group: Bank of America, Cassidy Turley, Edward Jones. Typical Moneta Group employees have worked at Bank of America.
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Bank of America
Cassidy Turley
Edward Jones

Professional Growth

What industries did Moneta Group employees work in previously?
Industry Background: The most typical industries of Moneta Group: Commercial Banking Companies, Investing Companies, Insurance Agency & Brokerage Firms, Accounting / Tax / Payroll Companies, Finance & Insurance Companies. Moneta Group employees most likely come from a Commercial Banking Companies industry background.
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Professional Growth

Where did Moneta Group employees work before joining?
Past employers' size at Moneta Group: Small: 45%, Medium: 9%, Large: 46%. Most Moneta Group employees have previously worked at large companies.
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Educational background

Educational background

What did employees at Moneta Group study?
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Top educational institutions

Where did employees at Moneta Group study?
Fontbonne University
Missouri State University-West Plains
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Employee data

Professional Growth

How long do people stay in a role at Moneta Group?
Time employed at Moneta Group: <1: 11%, 1-3: 27%, 4-8: 34%, 9-13: 10%, 14-20: 11%, 20+: 7%. Most Moneta Group employees stay with the company for 4-8 years which is the same as the industry average.
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Culture & Values

How does Moneta Group rank for age & gender diversity?
Gender ratio at Moneta Group: 58.7% Male and 41.3% Female. Age ratio at Moneta Group: 16-20: 0%, 21-30: 43%, 31-40: 31%, 41-50: 14%, 51-60: 11%, 60+: 1%. Moneta Group rates - 1.7% less female than the industry average. Most Moneta Group employees are 21-30, which is below the industry median age range.
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Professional Growth

What are the top roles at Moneta Group?
Top roles of Moneta Group: Client Services Manager, Advisor, Partner, Operations Manager, Consultant. The top role at Moneta Group is Client Services Manager.
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Client Services Manager
Advisor
Partner
Operations Manager
Consultant

Career advancement

Professional Growth

How does Moneta Group rank for career advancement?
Career advancement at Moneta Group: low. Moneta Group ranks low for career advancement which is same as the industry average.
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