{"id":2050290,"url":"https://alion.io/job/moneco-advisors-wealth-advisor","title":"Wealth Advisor","company":{"id":2434675,"name":"Moneco Advisors","domain":"monecoadvisors.com","url":"https://alion.io/company/monecoadvisors","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":14500,"max_usd":33000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":11},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-20T13:51:15Z","employer_posted_date":"2026-07-28","last_verified_at":"2026-10-13T13:38:19Z","board_verified":true,"closed_at":null,"days_open":84,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":84},"description":"Wealth Advisor\nAccelerate your career in wealth management with one of New England’s fastest-growing independent firms.\nMoneco 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.\nThe 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.\nWhat You’ll Do\nYou’ll partner with senior advisors to deliver holistic financial planning while building trusted client relationships. Your work will span four key areas:\nClient Experience & Relationship Building\nConduct client meetings and reviews to understand goals and deliver personalized solutions.\nBuild lasting relationships through proactive communication and attentive service.\nMaintain accurate client records in CRM and planning tools.\nFinancial Plan Development\nCreate and implement holistic financial plans covering investments, retirement, tax, insurance, and estate planning.\nCollaborate with advisors to analyze and apply planning strategies tailored to each client.\nPlan Monitoring & Service\nTrack progress of existing financial plans and adjust as client needs evolve.\nPartner with senior advisors to deliver timely follow-ups and plan updates.\nTeam Collaboration\nContribute expertise and support to colleagues across the firm.\nShare knowledge and participate in joint problem-solving to elevate overall client service.\nWhat We’re Looking For\nBachelor’s degree.\n5+ years of experience as a Financial Advisor in a planning capacity.\nSeries 65 license (required).\nCFP® designation or willingness to pursue (firm-supported).\nStrong relationship-building and communication skills.\nExperience with planning software (eMoney or MoneyGuidePro preferred).\nFamiliarity with CRM systems (Wealthbox a plus).\nWhy Join Moneco Advisors?\nThis is a unique opportunity to grow your career with a team that values innovation, mentorship, and collaboration. 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