Financial Advisor

Financial Advisor The Financial Advisor is a fully licensed professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This role is responsible for deepening client relationships through personalized planning and investment strategies. Lead Advisors are expected to meet production goals, participate in business development activities, and serve as the primary advisor to their assigned clients. Responsibilities Manage a personal book of business with full client relationship ownership. Provide holistic financial planning, investment management, and risk analysis. Develop new business through networking, referrals, and marketing initiatives. Conduct client meetings to deliver tailored financial recommendations. Collaborate with internal teams to ensure seamless client service delivery. Achieve production and revenue targets as established by firm leadership. Stay informed on industry developments, compliance requirements, and market conditions. Mentor junior advisors and team members. Please note the role will vary, grow, and change and is not limited to the items above. Requirements Bachelor’s degree in Finance, Business, or related field. Proven track record in financial advising and business development. Exceptional relationship management and consultative sales skills. Demonstrate excellent oral, written, and interpersonal communication skills. Possess a willingness to learn firm technologies. Salary + Benefits Competitive, based on experience. Medical 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. #J-18808-Ljbffr Merit Financial Advisors