Licensed Financial Planner & Client Service Advisor
Merit Financial Advisors
Merit Financial Advisors is seeking a Service Advisor to support the advisory team in delivering financial planning and investment advice. This licensed professional will work directly with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service. The role involves collaboration with lead advisors, handling client requests, and maintaining documentation in CRM systems. #J-18808-Ljbffr Merit Financial Advisors
Vacancy posted 3 days ago
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