Senior Wealth Planner & Advisor

Socket.dev; Berwyn (PA); On-site; USD 95,000 - 125,000; 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

Job summary

Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work closely with the Business Development team to grow the client base and deliver tailored strategies.

The role emphasizes building long-term relationships, regular portfolio reviews, and collaboration across tax, legal, and insurance professionals to meet client goals.

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• Proven track record in financial advising and business development.
• Excellent relationship management and consultative sales skills.

Responsibilities

• Meet with prospects throughout the engagement process.
• Develop, implement, and monitor client financial plans.
• Analyze market performance and client data to meet financial goals.
• Mentor junior advisors and team members.

Skills

Relationship management

Consultative sales

Communication skills

Willing to learn firm technologies

Education

Bachelor’s degree in Finance/Business

Job description

Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work closely with the Business Development team to grow the client base and deliver tailored strategies.

The role emphasizes building long-term relationships, regular portfolio reviews, and collaboration across tax, legal, and insurance professionals to meet client goals.