Licensed Financial Planning Service Advisor

Merit Financial Advisors; Sheboygan Falls (WI); 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 or Dependent Care FSA

401(k) Plan with company matching

Paid Time Off and holidays

Job summary

Merit Financial Advisors is seeking a Service Advisor to support the advisory team in delivering financial planning and investment guidance. You will interact directly with clients to implement advisor-directed strategies and prepare comprehensive financial plans.

The role involves service and account activity with a degree of independent judgment. Responsibilities include delivering plans, executing transactions, maintaining client relationships, and staying current with regulations and

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• Active financial licenses and professional designations (e.g., Series 65/66, CFP/CFA/ChFC/CIC).
• Strong knowledge of financial planning concepts, investments, and regulatory requirements.
• Excellent communication and client service skills.

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

Communication skills

Client service

Financial planning knowledge

Education

Bachelor's degree in Finance

Active Series 65 license

Series 66 license

CFP designation

CFA designation

ChFC designation

CIC designation

Tools

CRM systems

Financial planning software

Job description

Merit Financial Advisors is seeking a Service Advisor to support the advisory team in delivering financial planning and investment guidance. You will interact directly with clients to implement advisor-directed strategies and prepare comprehensive financial plans.

The role involves service and account activity with a degree of independent judgment. Responsibilities include delivering plans, executing transactions, maintaining client relationships, and staying current with regulations and