Wealth Advisor

Moneco Advisors; Glastonbury (CT); On-site; USD 90,000 - 130,000; Full time

Job summary

Moneco Advisors in New England is seeking a Wealth Advisor to partner with senior advisors and deliver holistic financial planning for clients. You will conduct client meetings, build lasting relationships, and maintain precise records in planning tools and CRM.

The role emphasizes teamwork, proactive service, and ongoing plan updates. Ideal candidates have 5+ years as a Financial Advisor, a Series 65 license, a Bachelor’s degree, and familiarity with planning software like eMoney or

Qualifications

• Bachelor’s degree required with Series 65 license.
• CFP designation or willingness to pursue (firm-supported).
• 5+ years as a Financial Advisor in a planning capacity.
• Strong relationship-building and communication skills.
• Experience with planning software (eMoney or MoneyGuidePro).
• Familiarity with CRM systems (Wealthbox a plus).

Responsibilities

• Partner with senior advisors to deliver holistic financial planning and build trusted client relationships.
• Conduct client meetings and reviews to understand goals and deliver personalized solutions.
• 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 plans and deliver timely follow-ups and plan updates.

Skills

Relationship-building

Communication skills

Client meetings

Team collaboration

Education

Bachelor’s degree

Series 65 license

CFP designation or willingness

Tools

eMoney

MoneyGuidePro

Wealthbox CRM

Job description

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:

• 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.