The Company:
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
The Position:
The Financial Advisor is a fully licensed financial 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.
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
Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market
Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.
RequirementsRequirements:
- 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.
- 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
Skills Required
- Bachelor's degree in Finance, Business, or a related field.
- Active Series 65 or Series 66 license, or CFP, CFA, ChFC, or CIC designation.
- Proven track record in financial advising and business development.
- Exceptional relationship management and consultative sales skills.
- Excellent oral, written, and interpersonal communication skills.
- Willingness to learn the firm's technologies.
What We Do
Merit Financial Advisors is a wealth-management and financial-planning firm focused on helping individuals navigate major life transitions such as divorce, retirement, and widowhood. It provides holistic planning, wealth-management, investment, insurance, and related financial solutions tailored to clients’ goals and complex portfolios. The firm emphasizes relationship-based advice, technology, talent, and personalized support to help clients manage financial challenges and build toward their objectives.
