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.