Financial Planning Specialist

Merit Financial Advisors; Alpharetta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life & Personal Accident Insurance

Short-term Disability Insurance

Long-term Disability Insurance

FSA/HSA / Dependent Care FSA

401(k) Plan with company matching

PTO and paid holidays

Job summary

Merit Financial Advisors, headquartered in Alpharetta, GA, is seeking a Service Advisor to support the advisory team in delivering financial planning and investment advice. The role involves direct client interaction to implement advisor-guided strategies and prepare plans.

The position requires a licensed financial professional, strong client service skills, and a willingness to collaborate with lead advisors. Compensation and benefits are aligned with experience.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Active Series 65/66 or CFP/CFA/ChFC/CIC designation required.
• Strong knowledge of financial planning concepts and regulatory requirements.
• Excellent communication and client service skills.

Responsibilities

• Prepare and deliver financial plans in collaboration with lead advisors.
• Implement investment strategies and process account transactions.
• Serve as a point of contact for existing clients for service-related needs.
• Maintain detailed CRM and financial planning documentation.
• Stay current with industry regulations and market trends.
• Support advisors in client retention and satisfaction initiatives.

Skills

Client communication

Financial planning knowledge

Regulatory knowledge

Attention to detail

Education

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

Tools

CRM software

Job description

Merit Financial Advisors, headquartered in Alpharetta, GA, is seeking a Service Advisor to support the advisory team in delivering financial planning and investment advice. The role involves direct client interaction to implement advisor-guided strategies and prepare plans.

The position requires a licensed financial professional, strong client service skills, and a willingness to collaborate with lead advisors. Compensation and benefits are aligned with experience.