Financial Advisor - Wealth Management

Merit Financial Advisors; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

401(k) Plan with company matching

Paid Time Off (PTO) and paid holidays

Job summary

Merit Financial Advisors in Chicago is looking for a Service Advisor, a licensed financial professional supporting the advisory team. Key responsibilities include preparing comprehensive financial plans, implementing investment strategies, and serving as a client point of contact. Applicants should have a related bachelor’s degree and active financial licenses.

This role offers competitive pay based on experience, medical and dental insurance, a 401(k) plan with matching, and paid time off.

Qualifications

• Bachelor's degree in related field required.
• Active financial licenses such as Series 65 or certifications like CFP.
• Strong knowledge of investments and regulatory requirements.

Responsibilities

• Prepare and deliver comprehensive financial plans.
• Implement investment strategies as needed.
• Analyze client data for financial planning opportunities.

Skills

Strong knowledge of financial planning concepts

Excellent communication skills

Client service skills

Interpersonal skills

Willingness to learn firm technologies

Education

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

Job description

About the Company

Merit is a fast‑growing, pioneering financial services firm that invests heavily in the growth and development of team members. We help individuals reach their financial goals as they transition into and experience retirement, providing objective financial advice and long‑lasting relationships. Headquartered in Alpharetta, GA with 39 locations nationwide, Merit balances tactical advice with innovative strategy and is a multi‑generational firm rooted in servant leadership.

Position Description

The Service Advisor is a licensed financial professional responsible for supporting the advisory team in delivering financial planning and investment advice. The 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 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.
• 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

Requirements

• 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.