The Controller will lead MONECO's finance activities, reporting directly to the firm’s executive committee. This role is instrumental in managing the financial intricacies of their growing business and is expected to contribute to MONECO's continued expansion in the coming years.. Learn More...
The Client Services Manager will work directly with one of the firm’s managing partners and other 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 assisting with all client facing administrative needs. Learn More...
The Relationship Manager will work directly with lead advisors at the firm. The role will elevate the level of service the advisors deliver to their clients in their day to day interactions as well as assist in building, presenting and executing personal financial plans. 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...
