Director of Finance
The Director of Finance serves as the firm’s senior financial strategist – owning capital planning, financial performance, and the integrity of our accounting and reporting functions.
Location: Various (In Office)
Join Our Team!
At Moneco Advisors, we serve multigenerational families, individuals, and businesses with comprehensive financial planning, estate planning, tax consulting, succession planning, and more.
Throughout Moneco, we operate with a collaborative partnership model, fueled by collective experience and grounded in a deep culture of care. We are a clients-first firm, and that begins with hiring people who are energized by innovation, teamwork, and the opportunity to reimagine what financial guidance can look like.
If you’re driven, curious, and looking to make a real impact, we’d love to hear from you.
Moneco Advisors is proud to be recognized by InvestmentNews as one of the Top 75 RIA Firms “Best Places to Work”.
The Director of Finance serves as the firm’s senior financial strategist – owning capital planning, financial performance, and the integrity of our accounting and reporting functions.
Location: Various (In Office)
The Director of Marketing owns the firm’s brand, marketing strategy, and communications – while serving as a key partner to our advisors, our Director of Growth, and our executive team.
Location: Various (In Office)
The Director of Investments leads the firm’s trading and portfolio implementation function, partners closely with advisors and firm leadership, and serves as a key investment thought leader internally and externally.
Location: New Canaan, CT or Fairfield, CT (In Office)
Client-first isn’t just a value here – it’s how we’re built. Join a team of planners, specialists, and advisors who show up that way every day.
Location: Various (In Office)
The Senior Tax Associate sits within Moneco’s tax preparation and planning practice, embedded alongside a Registered Investment Advisory firm – which means you’ll work at the intersection of tax compliance and holistic financial planning, with real opportunities to grow into a supervisory role.
Location: Glastonbury, CT (In Office)
The client experience at Moneco doesn’t happen by accident – it’s built by people like you. If you’re a seasoned operator who takes pride in getting the details right, we’d love to meet you.
Location: Various (In Office)
Client operations, account support, and a team that has your back – this is where you build your foundation in wealth management.
Location: Fairfield, CT (In Office)
The Wealth Management Internship offers structured, meaningful exposure to investment research, client service, and financial planning. Interns work alongside experienced professionals on real projects – not busywork – and complete the program with a comprehensive financial planning case study from start to finish.
Location: Fairfield, CT (In Office)
