Financial Planning Advisor - Client-Focused Growth

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 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.