Wealth Management Internship
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Moneco Advisors
Fairfield, CT, US
Summary
Interns will support asset management, financial planning, and client service activities using tools like Morningstar and eMoney. They will also create digital marketing content and complete a comprehensive financial planning case study.
Job Description
Launch your career in financial planning with 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 culture with sophisticated planning tools — and our internship program is designed to give students a real, hands-on view of what that looks like in practice.
The Wealth Management Internship offers structured, meaningful exposure to investment research, client service, and financial planning. Interns work alongside experienced professionals on real projects — not busywork — and complete the program with a comprehensive financial planning case study from start to finish.
What You’ll Do
You’ll contribute directly to the firm’s client service, investment research, and planning activities. Your work will span four key areas:
Asset Management & Research
- Use Morningstar to complete quarterly investment reports and monitor current holdings.
- Assist in portfolio research to support advisor decisions and Investment Committee reviews.
Financial Communication & Marketing Support
- Create social media and digital content to support the firm’s brand and thought leadership.
- Analyze digital metrics to provide data-driven insights for advisor use.
Financial Planning & Case Study
- Apply tools including eMoney, Orion, and Riskalyze to support planning and asset allocation.
- Complete a financial planning case study from discovery meeting through plan presentation.
Operations & CRM
- Use the firm’s CRM system to support client service processes and maintain records.
- Assist in maintaining securities databases and workflow management.
What We’re Looking For
- At least two years of college coursework completed with a GPA of 3.4+ (exceptions considered).
- Strong written and verbal communication skills (writing samples required).
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Genuine interest in wealth management, client service, and financial planning.
- Collaborative team player who can also manage independent projects.
- Experience with Morningstar, Bloomberg, or CRM systems a plus.
Why Join Moneco Advisors?
This internship is offered for academic credit and includes structured learning across financial products and planning strategies — mutual funds, ETFs, annuities, insurance, estate planning, and taxation. Interns also participate in educational sessions and, in some cases, may be eligible for part-time paid roles following the program. While future employment is not guaranteed, this is a genuine launching pad for a career in wealth management.
We have always believed that clients deserve more from their advisors.
We built our firm to provide truly client-centric service: in-depth financial planning that puts each client’s needs, priorities, and goals at the center of our relationships.
Today, our multigenerational team works collaboratively to address the complete financial lives of our clients—from answering general questions to solving the most complex wealth management challenges. We’ve spent decades refining our clients first approach and commitment to providing objective, unbiased support. We strive to use our diverse experience, vast resources, and our deep understanding to help give you confidence that your financial future is in good hands.
Office locations in Fairfield CT, New Canaan CT, Glastonbury CT, Hamden CT, Westchester, The Berkshires and Bergen County.
Securities offered through LPL Financial, Member FINRA www.finra.org / SIPC www.sipc.org. Investment Advice offered through Moneco Advisors, a registered investment advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which Moneco is registered to do business, please visit www.monecoadvisors.com.
Founded
1980
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Fairfield, Connecticut
We have always believed that clients deserve more from their advisors.
We built our firm to provide truly client-centric service: in-depth financial planning that puts each client’s needs, priorities, and goals at the center of our relationships.
Today, our multigenerational team works collaboratively to address the complete financial lives of our clients—from answering general questions to solving the most complex wealth management challenges. We’ve spent decades refining our clients first approach and commitment to providing objective, unbiased support. We strive to use our diverse experience, vast resources, and our deep understanding to help give you confidence that your financial future is in good hands.
Office locations in Fairfield CT, New Canaan CT, Glastonbury CT, Hamden CT, Westchester, The Berkshires and Bergen County.
Securities offered through LPL Financial, Member FINRA www.finra.org / SIPC www.sipc.org. Investment Advice offered through Moneco Advisors, a registered investment advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which Moneco is registered to do business, please visit www.monecoadvisors.com.
Founded
1980
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Fairfield, Connecticut
