Wealth Management Internship

Moneco Advisors • Fairfield, CT

2d

About The Position

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.

Requirements

• At least two years of college coursework completed with a GPA of 3.4+ (exceptions considered).
• Strong written and verbal communication skills (writing samples required).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Genuine interest in wealth management, client service, and financial planning.
• Collaborative team player who can also manage independent projects.

Nice To Haves

• Experience with Morningstar, Bloomberg, or CRM systems a plus.

Responsibilities

• Contribute directly to the firm’s client service, investment research, and planning activities.
• Use Morningstar to complete quarterly investment reports and monitor current holdings.
• Assist in portfolio research to support advisor decisions and Investment Committee reviews.
• Create social media and digital content to support the firm’s brand and thought leadership.
• Analyze digital metrics to provide data-driven insights for advisor use.
• Apply tools including eMoney, Orion, and Riskalyze to support planning and asset allocation.
• Complete a financial planning case study from discovery meeting through plan presentation.
• Use the firm’s CRM system to support client service processes and maintain records.
• Assist in maintaining securities databases and workflow management.

Benefits

• Offered for academic credit
• Structured learning across financial products and planning strategies — mutual funds, ETFs, annuities, insurance, estate planning, and taxation.
• Participation in educational sessions
• May be eligible for part-time paid roles following the program.

What This Job Offers

• Career Level: Intern
• Education Level: Associate degree