The Client Services Manager will work with the client service teams that support the practices of several independent advisors. The role will elevate the level of service the advisors deliver to their clients in their day to day interactions as well as assist the service teams in executing on client expectations. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut! Learn more...
The Portfolio Manager will be responsible for directing all aspects of our firm’s investment programs to help our clients protect, preserve, and grow their wealth. The position will implement the firm’s investment strategies using sleeves and models for advisor portfolio construction and foster investment knowledge among teammates. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut! Learn more...
The Marketing Associate will work with the executive team to leads brand, brand growth, public relations, and all traditional and digital marketing efforts for MONECO. This role will serve as a key contributor to MONECO’s brand awareness growth, client growth and client retention, and has tremendous potential for growth. This person needs to have excellent written and verbal communication skills with high attention to detail and commitment to personal excellence. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut! Learn more...
This internship offers a unique learning experience in the world of personal financial planning and an opportunity to be creative on a day-to-day basis. Also, the intern will be instructed in the fundamentals of financial products and strategies including mutual funds, ETFs, annuities, life insurance, long-term care insurance, estate planning, and taxation. Additionally, the intern will participate in educational sessions to help further his or her future career endeavors. Learn more...
