Financial Planning Advisor - Client-Focused Growth

Merit Financial Advisors; Hershey (PA); 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)

Job summary

Merit Financial Advisors in Pennsylvania is looking for a Service Advisor to support the advisory team with financial planning and investment advice. This role engages directly with clients to implement strategies and deliver financial solutions while ensuring excellent service and satisfaction.

The ideal candidate will possess a Bachelor’s degree, an active Series 65 license, and strong knowledge of financial planning concepts. Benefits include competitive salary, medical and dental insurance, a 401(k) plan, and paid time off.

Qualifications

• Bachelor’s degree required.
• Active financial licenses required.
• Strong grasp of investments and regulations.
• Excellent communication skills.

Responsibilities

• Prepare and deliver financial plans.
• Implement investment strategies and transactions.
• Serve clients for service-related needs.
• Analyze data for planning opportunities.
• Ensure timely execution of client requests.

Skills

Financial planning concepts

Investment knowledge

Regulatory requirements

Excellent communication

Client service skills

Education

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

Active Series 65 license

Series 66 license, CFP, CFA, ChFC, CIC designations

Job description

Merit Financial Advisors in Pennsylvania is looking for a Service Advisor to support the advisory team with financial planning and investment advice. This role engages directly with clients to implement strategies and deliver financial solutions while ensuring excellent service and satisfaction.

The ideal candidate will possess a Bachelor’s degree, an active Series 65 license, and strong knowledge of financial planning concepts. Benefits include competitive salary, medical and dental insurance, a 401(k) plan, and paid time off.