What are the responsibilities and job description for the Wealth Advisor position at Moneco Advisors?
Wealth Advisor
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.
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
- 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.
Financial Plan Development
- 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.
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?
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.