Wealth Advisor

Moneco Advisors; Town/Village of Harrison (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Moneco Advisors in the United States is seeking a Wealth Advisor to deliver personalized financial plans and exceptional client service. You will meet with clients, develop holistic strategies across investments, retirement, tax, and estate planning, and work with a collaborative team.

You’ll use planning tools like eMoney or MoneyGuidePro and Wealthbox CRM, maintain records, monitor progress, and collaborate with senior advisors to drive meaningful outcomes for clients.

Qualifications

• Bachelor’s degree.
• 5+ years of experience as a Financial Advisor in a planning capacity.
• Series 65 license is 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).

Responsibilities

• Conduct client meetings and reviews to understand goals and deliver personalized solutions.
• Create and implement holistic financial plans covering investments, retirement, tax, insurance, and estate planning.
• 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.

Skills

Relationship Building

Communication Skills

Client Meetings

Team Collaboration

Prospecting & Networking

Education

Bachelor’s degree

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

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.