About the role#
Moneta is hiring a Wealth Management Intern for the Fall 2026 term. This is a full-time, paid position based in our Denver office. You will work alongside our team to support financial planning, investment research, and client service operations. This role provides hands-on experience with financial planning software and internal processes.
What you'll do#
- Conduct financial planning research and assist with projects that maintain client data integrity.
- Prepare written reviews for client meetings, including asset values and investment returns.
- Draft documents for client signatures and manage signed forms.
- Handle sensitive client documents through scanning, filing, and shredding.
- Gain experience with financial planning software.
- Participate in team training and activities.
- Assist with special projects as needed by the team.
What you'll need#
- Progress toward a B.S. degree in Business Administration, Finance, or Accounting.
- Proficiency in Microsoft Office applications.
- Ability to work on-site in our Denver office.
Location & details#
- Location: Denver, Colorado
- Term: Fall 2026
- Work Modality: On-site
- Status: Paid, full-time internship
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.
