Licensed Financial Planning & Service Advisor

Merit Financial Advisors; Roswell (GA); On-site; USD 52,000 - 78,000; 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

PTO and holidays

Job summary

Merit Financial Advisors, based in Alpharetta, GA, seeks a Service Advisor to support the advisory team with financial planning and investment advice. You will interact with clients to implement advisor-directed strategies, prepare plans, and provide ongoing service.

The role involves direct client interaction, independent judgment, and applying specialized financial knowledge, with opportunities to grow within the firm.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Active Series 65/66, CFP/CFA/ChFC/CIC designations 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.
• 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.
• Role will vary, grow, and change and is not limited to the items above.

Skills

Communication skills

Customer service

Regulatory knowledge

Financial planning

Team collaboration

Education

Bachelor's degree in Finance/Business

Tools

CRM systems

Financial planning software

Job description

Merit Financial Advisors, based in Alpharetta, GA, seeks a Service Advisor to support the advisory team with financial planning and investment advice. You will interact with clients to implement advisor-directed strategies, prepare plans, and provide ongoing service.

The role involves direct client interaction, independent judgment, and applying specialized financial knowledge, with opportunities to grow within the firm.