Relationship Manager

Launch your career in financial planning alongside experienced advisors at one of New England’s fastest-growing independent wealth management firms.
Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning tools and a personalized client experience, and we invest in developing the next generation of advisors from their first day.
The Relationship Manager is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. Working closely with lead financial advisors, this position elevates the client experience while gaining hands-on exposure to every part of personal financial planning. The ideal candidate is a recent college graduate or early-career professional with internship or client-facing experience who is ready to make an immediate impact and build toward an advisory career.
What You’ll Do
You’ll support lead advisors in serving clients and delivering their financial plans, from meeting prep through implementation. Your work will span four key areas:
Client Experience & Relationship Building
Proactively support clients by anticipating their needs and delivering exceptional service.
Develop relationships with existing clients by participating in meetings, both virtual and in person, and through follow-up calls.
Keep detailed records in our CRM and financial planning platforms to ensure seamless service.
Financial Plan Development
Help build, maintain, and present personalized financial plans using our planning tools, including eMoney and MoneyGuidePro.
Support advisors in the analysis and implementation of planning strategies.
Operations & Account Management
Assist with account opening, transfers, money movement, and routine account maintenance.
Coordinate with the operations team to ensure accurate and timely execution of client requests.
Team Coordination & Meeting Prep
Collaborate with advisors and support staff to prepare for meetings and ongoing client engagements.
Help manage internal workflows so clients receive an outstanding experience at every stage of their journey.
What We’re Looking For
Internship experience or 1–3 years of experience in financial services, client service, or a related field.
Commitment to obtaining the SIE license within 6 months of hire, the Series 65 within 1 year, and the CFP® designation within 4 years.
Strong written and verbal communication skills (writing samples may be requested).
Organized, detail-oriented, and comfortable coordinating across teams to meet deadlines.
A professional who enjoys working with people and representing the firm in a positive, proactive way.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Familiarity with financial planning tools such as eMoney or MoneyGuidePro a plus.
Experience with CRM systems (Wealthbox preferred) and research tools such as Morningstar a plus.
Based in or able to work regularly from our Fairfield, CT office.
Why Join Moneco Advisors?
This is a unique opportunity to start your career with a team that values innovation, mentorship, and growth. You’ll work alongside experienced advisors and our specialist bench, contribute from day one, see firsthand the impact of financial planning on real people’s lives, and have a clear, firm-supported path toward your licenses and the CFP® designation. If you’re ready to build a career in financial planning, we’d love to hear from you.

Skills
Excel, CRM, Account Management, Wealth Management

Experience
1-3 yrs