Financial Advisor - Wealth Management

About the Company Merit is a fast‑growing, pioneering financial services firm that invests heavily in the growth and development of team members. We help individuals reach their financial goals as they transition into and experience retirement, providing objective financial advice and long‑lasting relationships. Headquartered in Alpharetta, GA with 39 locations nationwide, Merit balances tactical advice with innovative strategy and is a multi‑generational firm rooted in servant leadership. Position Description The Service Advisor is a licensed financial professional responsible for supporting the advisory team in delivering financial planning and investment advice. The role involves direct interaction with clients to implement advisor‑directed strategies, prepare financial plans, and provide ongoing service. While this role may not fully own client relationships or new business development, it operates with independent judgment and applies specialized financial knowledge. Responsibilities Prepare and deliver comprehensive financial plans in collaboration with lead advisors. Implement investment strategies and process account transactions as needed. Serve as a point of contact for existing clients for service‑related needs. Analyze client data to identify financial planning opportunities. Ensure timely and accurate execution of client requests. Maintain detailed documentation in CRM and financial planning systems. Stay current with industry regulations, market trends, and product knowledge. Support advisors in client retention and satisfaction initiatives. Please note the role will vary, grow and change and is not limited to the items above. Salary & Benefits Competitive, based on experience Medical Insurance Dental/Vision Insurance Life & Personal Accident Insurance Short‑term Disability Insurance Long‑term Disability Insurance Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA 401(k) Plan with company matching Paid Time Off (PTO) and paid holidays Requirements Bachelor’s degree in Finance, Business, or related field. Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required. Strong knowledge of financial planning concepts, investments, and regulatory requirements. Excellent communication and client service skills. Demonstrate excellent oral, written, and interpersonal communication skills. Possess a willingness to learn firm technologies. #J-18808-Ljbffr Merit Financial Advisors