Licensed Financial Planner & Client Service Advisor

Merit Financial Advisors; Southgate (MI); On-site; USD 65,000 - 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 or Dependent Care FSA

401(k) Plan with company matching

Paid Time Off and paid holidays

Job summary

Merit Financial Advisors is seeking a Service Advisor to support the advisory team in delivering financial planning and investment advice. This licensed professional will work directly with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service.

The role involves collaboration with lead advisors, handling client requests, and maintaining documentation in CRM systems.

Qualifications

• Bachelor’s degree in Finance, Business, or related field required.
• Active Series 65/66 license or CFP/CFA/ChFC/CIC designations required.
• Strong knowledge of financial planning concepts, investments, and regulatory requirements.
• Excellent communication and client service skills.
• Demonstrate willingness to learn firm technologies.

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

Skills

Series 65 license

Series 66 license

CFP designation

CFA designation

ChFC designation

CIC designation

Financial planning knowledge

Client service skills

Regulatory knowledge

Education

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

Job description

Merit Financial Advisors is seeking a Service Advisor to support the advisory team in delivering financial planning and investment advice. This licensed professional will work directly with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service.

The role involves collaboration with lead advisors, handling client requests, and maintaining documentation in CRM systems.