Jobs at Merit Financial Advisors

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, and serving existing clients. Maintains accurate records in CRM and financial planning systems, addresses service requests, monitors regulations and market trends, and supports client retention. Requires a relevant bachelor’s degree, an active financial industry designation or license, financial planning and investment knowledge, and strong communication and client service skills.

Provides comprehensive financial planning and wealth management for prospects and clients, including investment analysis, portfolio updates, income projections, risk assessment, and retirement strategies. Develops client relationships, supports business development and marketing workshops, meets production targets, monitors compliance and market developments, and mentors junior advisors. Collaborates with tax, legal, and insurance professionals to deliver integrated financial guidance.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting activity in CRM and planning systems, and maintaining knowledge of regulations, markets, and investment products.

Executive leader responsible for scaling and optimizing operations across a high-growth registered investment advisory firm. Oversees client service, trading, billing, compliance support, onboarding, technology systems, M&A integration, process improvement, data governance, risk controls, and operational teams. Partners with executive leadership, technology, compliance, and advisors to improve efficiency, ensure regulatory readiness, and deliver consistent client and advisor experiences.

Manages a personal client book, delivers holistic financial planning and investment recommendations, develops new business through referrals and networking, meets production and revenue goals, maintains compliance knowledge, coordinates client service, and mentors junior advisors.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting client activity, and maintaining knowledge of regulations, markets, and financial products. The role provides client service and helps support retention and satisfaction initiatives.

Coordinates local market engagement, client and prospect events, community relationships, referral partner activities, and business development support for the Marietta office. Tracks timelines, deliverables, budgets, vendors, marketing assets, and follow-up while collaborating with advisors, office leadership, regional Marketing, and community partners. Supports event logistics, branded materials, reporting, and project workflows in alignment with firm standards.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, servicing existing clients, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products.

Leads FP&A and Treasury functions, including budgeting, forecasting, liquidity management, strategic finance, capital planning, and executive reporting. Oversees financial modeling, M&A analysis, KPI reporting, board and investor materials, and finance transformation. Partners with Technology, Data, Accounting, and executive stakeholders to modernize planning, reporting, automation, and analytics while building a high-performing finance organization.

Supports the firm's investment management process through daily trading, portfolio rebalancing, investment performance analysis, model management, research, and operational support. Executes trades across mutual funds, ETFs, equities, and bonds; audits transactions, fees, cash balances, and securities; assists advisors with trading procedures; conducts education sessions; monitors market risks; and improves trading processes.

Supports daily operations of a wealth management office by coordinating administrative workflows, greeting clients, managing calls and calendars, supporting advisors, tracking meeting action items, handling facilities and vendors, assisting with compliance and technology needs, coordinating events, and completing special projects. The role requires professionalism, discretion, organization, multitasking, and strong communication skills.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, servicing existing clients, analyzing client data, documenting activities in CRM and financial planning systems, and maintaining knowledge of regulations, markets, and financial products. The role requires client interaction, strong financial planning expertise, and an active professional license or designation.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, servicing existing clients, analyzing client data, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products. The role requires direct client interaction, independent judgment, and an active financial services license or recognized professional designation.

Manage advisory billing operations for investment management, financial planning, and consulting arrangements. Responsibilities include processing fees, setting up and terminating billing accounts, calculating refunds, reconciling billing data with custodians, resolving exceptions, auditing processes, tracking receivables, supporting advisors and clients, coordinating with internal teams and vendors, updating procedures, and delivering billing training.

Supports nationwide wealth management and client service teams by administering operational systems, user access, rep codes, account movements, alternative investment orders, reconciliations, ticket resolution, and workflow processes. The role documents transactions, maintains audit trails and data integrity, monitors service levels and compliance risks, resolves operational issues, communicates with internal and external contacts, and contributes to process improvements and departmental projects.

Supports lead advisors by preparing comprehensive financial plans, implementing investment strategies, processing account transactions, and serving existing clients. Analyzes client data, identifies planning opportunities, executes service requests, maintains accurate CRM and financial planning records, and stays current on regulations, markets, and financial products. The role requires an active financial services license or recognized professional designation, strong financial planning knowledge, and excellent client communication skills.

Supports revenue accounting, ASC 606 compliance, advisor compensation, payroll and bonus accruals, cash collections, reconciliations, month-end close, audits, internal controls, and acquisition-related revenue integration. Partners cross-functionally with Accounting, Finance, Billing, Treasury, Payroll, Corporate Development, Technology, and auditors. Supervises one advisor compensation analyst and contributes to process documentation and continuous improvement.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, and serving existing clients. Maintains accurate records in CRM and financial planning systems, ensures timely execution of client requests, monitors regulations and market trends, and contributes to client retention and satisfaction.

Oversee the company’s ESOP as a fiduciary, protecting employee-owner interests and ensuring compliance with ERISA, IRS, DOL, and applicable regulations. Responsibilities include plan administration, valuation oversight, regulatory filings, stakeholder communication, conflict resolution, transaction approval, performance reviews, and employee education. The trustee will coordinate with appraisers, recordkeepers, legal counsel, management, and other service providers while ensuring accurate share allocations, distributions, disclosures, and plan amendments.

Owns treasury, liquidity management, 13-week cash forecasting, lender covenant compliance, credit facility administration, cap table maintenance, equity administration, shareholder communications, and financing diligence. The role supports debt and equity transactions, valuation processes, investor relations, and quality of earnings activities while improving treasury controls, reporting, and systems. It partners extensively with finance, accounting, tax, legal, lenders, investors, and shareholders in a private equity-backed partnership LLC environment.