Financial Advisor | Grow Your Book with Holistic Planning

Merit Financial Group; Southgate (KY); Presencial; USD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Short-term Disability

Long-term Disability

FSA/HSA or Dependent Care FSA

401(k) with company matching

PTO and paid holidays

Descripción de la vacante

Merit Financial Group seeks a Financial Advisor to manage a personal book of business, provide holistic financial planning, and deepen client relationships through tailored investment strategies.

Leads are expected to meet production goals, participate in business development activities, and serve as the primary advisor to their assigned clients, while mentoring junior colleagues and contributing to a collaborative team environment.

Formación

• Bachelor’s degree in Finance, Business, or related field.
• Proven track record in financial advising and business development.
• Excellent oral, written, and interpersonal communication skills.

Responsabilidades

• 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.

Conocimientos

Financial advising

Business development

Relationship management

Educación

Bachelor's degree in Finance

Descripción del empleo

Merit Financial Group seeks a Financial Advisor to manage a personal book of business, provide holistic financial planning, and deepen client relationships through tailored investment strategies.

Leads are expected to meet production goals, participate in business development activities, and serve as the primary advisor to their assigned clients, while mentoring junior colleagues and contributing to a collaborative team environment.