Wealth Advisor - Client-Centric Financial Planning Leader

Moneco Advisors; Pittsfield (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

Moneco Advisors, a modern wealth management firm in New England, is seeking a Wealth Advisor to join our full-time, salaried team. You’ll deliver personalized financial plans, deepen client relationships, and contribute to a collaborative advisory culture with growth potential.

The role emphasizes 5+ years of advisory experience, a Series 65 license, and a CFP designation or firm-supported path. Expect competitive benefits and performance-based bonus potential as you help clients achieve their

Qualifications

• Bachelor’s degree required.
• 5+ years of experience as a Financial Advisor in a planning capacity.
• Series 65 license is required; CFP designation preferred or firm-supported.

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.
• Collaborate with colleagues across the firm to deliver exceptional service.

Skills

Relationship-building

Communication skills

Education

Bachelor’s degree

Tools

eMoney

MoneyGuidePro

Wealthbox

Job description

Moneco Advisors, a modern wealth management firm in New England, is seeking a Wealth Advisor to join our full-time, salaried team. You’ll deliver personalized financial plans, deepen client relationships, and contribute to a collaborative advisory culture with growth potential.

The role emphasizes 5+ years of advisory experience, a Series 65 license, and a CFP designation or firm-supported path. Expect competitive benefits and performance-based bonus potential as you help clients achieve their