Location: Fairfield, CT (In Office)
Launch your career in financial planning with one of New England’s fastest-growing independent wealth management firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools — and our internship program is designed to give students a real, hands-on view of what that looks like in practice.
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.
What You’ll Do
You’ll contribute directly to the firm’s client service, investment research, and planning activities, while completing a comprehensive financial planning project. Your work will span four key areas:
Asset Management & Research
- Use Morningstar to complete quarterly investment reports and monitor current holdings.
- Assist in portfolio research to support advisor decisions and investment committee reviews.
Financial Communication & Marketing Support
- Create actionable social media and digital content to promote the firm’s brand.
- Analyze digital metrics to provide data-driven insights for advisor use.
Financial Planning & Case Study
- Apply tools such as eMoney, Orion, and YCharts to support planning and asset allocation.
- Complete a financial planning case study from discovery meeting through plan presentation.
Operations & CRM
- Utilize the firm’s CRM system to refine client service processes.
- Assist in maintaining securities databases and workflow management.
What We’re Looking For
- At least two years of college coursework completed with a GPA of 3.4+ (exceptions considered).
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Strong written and verbal communication skills (writing samples required).
- Team player who can also work independently on larger tasks.
- Interest in wealth management, client service, and financial planning.
- Experience with Morningstar, Bloomberg, or CRM systems a plus.
Why Join Moneco Advisors?
This internship is offered for academic credit and includes structured learning across financial products and planning strategies — mutual funds, ETFs, annuities, insurance, estate planning, and taxation. Interns also participate in educational sessions and, in some cases, may be eligible for part-time paid roles following the program. While future employment is not guaranteed, this is a genuine launching pad for a career in wealth management.