Accelerate your career in wealth management with one of New England’s fastest-growing independent firms.
About the company
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 a personalized client experience — and we’re looking for advisors who are as passionate about people as they are about planning.
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 advisors to deliver holistic financial planning while building trusted client relationships. Your work will span four key areas:
Client Experience & Relationship Building
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Conduct client meetings and reviews to understand goals and deliver personalized solutions.
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Build lasting relationships through proactive communication and attentive service.
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Maintain accurate client records in CRM and planning tools.
Financial Plan Development
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Create and implement holistic financial plans covering investments, retirement, tax, insurance, and estate planning.
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Collaborate with advisors to analyze and apply planning strategies tailored to each client.
Plan Monitoring & Service
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Track progress of existing financial plans and adjust as client needs evolve.
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Partner with senior advisors to deliver timely follow-ups and plan updates.
Team Collaboration
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Contribute expertise and support to colleagues across the firm.
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Share knowledge and participate in joint problem-solving to elevate overall client service.
What We’re Looking For
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Bachelor’s degree.
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5+ years of experience as a Financial Advisor in a planning capacity.
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Series 65 license (required).
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CFP® designation or willingness to pursue (firm-supported).
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Strong relationship-building and communication skills.
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Experience with planning software (eMoney or MoneyGuidePro preferred).
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Familiarity with CRM systems (Wealthbox a plus).
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 financial planning has on real people’s lives.