Accelerate your career in wealth management with one of Connecticut’s fastest growing independent firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We’re redefining what it means to work in finance – combining a collaborative culture with sophisticated planning tools and a personalized client experience.
The Wealth Advisor 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.
What You’ll Do
You’ll partner with senior wealth advisors to deliver holistic financial planning, while building trusted client relationships and gaining exposure to advanced planning strategies. Your work will span four key areas:
Client Experience & Relationship Building
- Conduct client meetings and reviews to understand goals and provide personalized solutions.
- Build lasting client relationships through proactive communication and service.
- Maintain accurate client records in CRM and planning tools.
Financial Plan Development
- Create and implement holistic financial plans covering investments, retirement, tax, insurance, and estate planning.
- Collaborate with advisors to analyse and apply planning strategies.
Plan Monitoring & Service
- Track progress of existing financial plans and adjust as client needs evolve.
- Partner with senior advisors to deliver timely follow-ups and plan updates.
Team Collaboration
- Contribute expertise and support to colleagues across the firm.
- Share knowledge and participate in joint problem-solving to elevate overall client service.
What We’re Looking For
- Bachelor’s degree.
- 5+ years of experience as a Financial Advisor in a planning capacity.
- Series 65 license (required).
- CFP® designation or willingness to pursue (firm-supported).
- Strong relationship-building and communication skills.
- Experience with planning software (eMoney or MoneyGuidePro preferred).
- Familiarity with CRM systems (Wealthbox a plus).
- Why Join Moneco Advisors?
Why Join Moneco Advisors?
This is a unique opportunity to grow your career with a team that values innovation, mentorship, and collaboration. You’ll work alongside experienced professionals, contribute from day one, and see firsthand the impact of financial planning on real people’s lives.