Location: Fairfield, CT
Launch your career in financial services with one of Connecticut’s fastest growing independent firms.
Moneco Advisors, LLC is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. Headquartered in Fairfield, CT, we’re redefining what it means to work in finance – combining a collaborative culture with sophisticated planning tools and a personalized client experience.
The Relationship Manager role is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. We’re looking for ambitious, client-focused individuals who are ready to bring fresh ideas and energy to a forward-thinking team. If you’re a recent college graduate or early-career professional with relevant internship or client-facing experience, this is your opportunity to make an immediate impact.
What You’ll Do
You’ll work closely with lead financial advisors to support and elevate the client experience, while gaining hands-on exposure to all aspects of personal financial planning. Your work will span four key areas:
Client Experience & Relationship Building
- Proactively support clients by anticipating needs and delivering exceptional service.
- Develop relationships with existing clients by participation on meetings (both virtual and in-person) and through follow-up calls.
- Keep detailed records in our CRM and financial planning platforms to ensure seamless service.
Financial Plan Development
- Help build, maintain, and present personalized financial plans using our planning tools (e.g., eMoney or MoneyGuidePro).
- Support advisors in the analysis and implementation of planning strategies.
Operations & Account Management
- Assist with account opening, transfers, money movement, and routine account maintenance.
- Coordinate with the operations team to ensure accurate and timely execution of client requests.
Team Coordination & Meeting Prep
- Collaborate with advisors and support staff to prepare for meetings and ongoing client engagements.
Help manage internal workflows to ensure we deliver an outstanding experience at every stage of the client journey.
What We’re Looking For
- Strong written and verbal communication skills (writing samples may be requested).
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
- Internship or 1-3 years of experience in financial services, client services, or related fields.
- Familiarity with financial planning tools (like eMoney or MoneyGuidePro) is a plus.
- Experience with CRM systems and financial research tools (like Morningstar or Bloomberg) is a bonus.
- Organized, detail-oriented, and comfortable coordinating across teams to meet deadlines.
- A professional who enjoys working with people and representing the firm in a positive, proactive way.
- Desire to obtain your SIE license within 6 months of hire, Series 65 within 1 year of hire, and the CFP® designation within 4 years of hire.
Why Join Moneco Advisors?
This is a unique opportunity to start your career with a team that values innovation, mentorship, and growth. You’ll work alongside experienced professionals, contribute from day one, and see firsthand the impact of financial planning on real people’s lives.