Licensed Financial Planner & Service Advisor

Merit Financial Advisors; Seattle (WA); 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

Flexible Spending Account (FSA), HSA

401(k) Plan with company matching

PTO and paid holidays

Job summary

Merit Financial Advisors is a fast-growing financial services firm headquartered in Alpharetta, GA, offering services across 39 locations. The Service Advisor is a licensed financial professional who supports the advisory team in delivering financial planning and investment advice, with direct client interaction to implement strategies and provide ongoing service.

This role involves independent judgment and knowledge application.

Qualifications

• 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 required.
• Strong knowledge of financial planning concepts, investments, and regulatory requirements.
• Excellent communication and client service skills
• Demonstrate excellent oral, written, and interpersonal communication skills
• Possess a 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

Education

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

Job description

Merit Financial Advisors is a fast-growing financial services firm headquartered in Alpharetta, GA, offering services across 39 locations. The Service Advisor is a licensed financial professional who supports the advisory team in delivering financial planning and investment advice, with direct client interaction to implement strategies and provide ongoing service.

This role involves independent judgment and knowledge application.