Licensed Financial Planner & Client Service Advisor

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

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.