Financial Advisor - Wealth Management

Merit Financial Advisors; Albany (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life & Personal Accident Insurance

Short-term Disability Insurance

Long-term Disability Insurance

Flexible Spending Account (FSA)

401(k) Plan with company matching

Paid Time Off (PTO)

Job summary

Merit Financial Advisors in Albany, GA is seeking a Service Advisor to support their advisory team in delivering financial planning and investment advice. The Service Advisor will interact directly with clients, prepare financial plans, and provide ongoing service.

Required qualifications include a Bachelor’s degree in Finance or a related field, active financial licenses, and strong communication skills. The role offers competitive salary along with benefits like medical insurance and a 401(k) plan.

Qualifications

• Bachelor’s degree required in a related field.
• Active financial licenses (Series 65/66 or others) are necessary.
• Expertise in financial planning is essential.

Responsibilities

• Prepare comprehensive financial plans with lead advisors.
• Implement investment strategies and process transactions.
• Analyze client data for financial planning opportunities.
• Maintain documentation in CRM and planning systems.

Skills

Communication skills

Financial planning concepts

Regulatory requirements

Client service skills

Education

Bachelor’s degree in Finance, Business, or related field

Active Series 65 license or Series 66 license

CFP designation

CFA designation

ChFC designation

CIC designation

Job description

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.

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 founded on servant leadership and total team leadership. By expanding and continuing to bring our relationship‑driven approach to the financial industry, we are looking for the right individuals to join our team.

Position: Service Advisor

The Service Advisor is a licensed financial professional responsible for supporting the advisory team in delivering financial planning and investment advice. This role involves direct interaction with clients to implement advisor‑directed strategies, prepare financial plans, and provide ongoing service. While this role may not fully own client relationships or new business development, it operates with a degree of independent judgment and applies specialized financial knowledge.

Responsibilities

• Prepare and deliver comprehensive financial plans in collaboration with lead advisors.
• Implement investment strategies and process account transactions as needed.
• Serve as a point of contact for existing clients for service‑related needs.
• Analyze client data to identify financial planning opportunities.
• Ensure timely and accurate execution of client requests.
• Maintain detailed documentation in CRM and financial planning systems.
• Stay current with industry regulations, market trends, and product knowledge.
• Support advisors in client retention and satisfaction initiatives.
• This role may vary, grow, and change over time.

Qualifications

• 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.
• Strong knowledge of financial planning concepts, investments, and regulatory requirements.
• Excellent communication and client service skills.
• Demonstrate excellent oral, written, and interpersonal communication skills.
• Possess a willingness to learn firm technologies.

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.