Wealth Advisor: Holistic Planning & Client Growth

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

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