Wealth Advisor

Moneco Advisors

3d•Onsite

About The Position

Accelerate your career in wealth management with one of New England’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 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.

Requirements

Bachelor’s degree.
5+ years of experience as a Financial Advisor in a planning capacity.
Series 65 license (required).
Strong relationship-building and communication skills.
Experience with planning software (eMoney or MoneyGuidePro preferred).
Familiarity with CRM systems (Wealthbox a plus).

Nice To Haves

CFP® designation or willingness to pursue (firm-supported).

Responsibilities

Conduct client meetings and reviews to understand goals and deliver personalized solutions.
Build lasting relationships through proactive communication and attentive service.
Maintain accurate client records in CRM and planning tools.
Create and implement holistic financial plans covering investments, retirement, tax, insurance, and estate planning.
Collaborate with advisors to analyze and apply planning strategies tailored to each client.
Track progress of existing financial plans and adjust as client needs evolve.
Partner with senior advisors to deliver timely follow-ups and plan updates.
Contribute expertise and support to colleagues across the firm.
Share knowledge and participate in joint problem-solving to elevate overall client service.