Jobs at Merit Financial Advisors

Leads end-to-end investment asset transitions for acquired organizations, coordinating advisors, internal teams, technology partners, and vendors. Oversees portfolio mapping, investment data validation, quality controls, risk escalation, issue tracking, and client-sensitive implementation. Uses analytics and KPIs to measure transition accuracy, model adoption, exceptions, and post-transition outcomes. Develops repeatable playbooks, workflows, controls, reporting, and education programs to improve scalability and client experience.

Supports daily operations of a wealth management office by coordinating administrative workflows, greeting clients, managing calls and calendars, scheduling meetings in Salesforce, tracking action items, maintaining office facilities, coordinating vendors and technology needs, supporting compliance files, arranging events, and handling client gifts and special projects.

Coordinates strategic projects and business initiatives for senior leadership by managing schedules, meetings, project documentation, milestones, deliverables, risks, dependencies, and follow-up actions. Prepares executive presentations, dashboards, reports, and communications; supports calendars, travel arrangements, expenses, and document management. Facilitates cross-functional communication, maintains confidentiality, monitors compliance with project standards, and escalates concerns to leadership.

Manages client relationships and onboarding for a wealth management firm, providing account servicing, transaction support, issue resolution, compliance assistance, documentation, and proactive communication. The role coordinates with advisors, custodians, processing teams, and clients; maintains records in Salesforce, Orion, and custodian systems; handles transfers, distributions, insurance policies, and investment orders; and supports regulatory and operational processes.

Coordinates onboarding and transitions for acquired wealth management firms. Responsibilities include gathering custodian documents and client data, preparing signature packets, resolving paperwork issues, tracking deadlines, providing status updates, and managing custodian user access, representative codes, and registration conversions. The role requires strong organization, accuracy, communication, adaptability, and independent project execution in a fast-paced environment.

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.

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 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.

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.