Wealth Manager: Build Secure Retirement Plans

Merit Financial Advisors; Philadelphia (Philadelphia County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Short-term Disability Insurance

Long-term Disability Insurance

Flexible Spending Account (FSA) / HSA

401(k) Plan with company matching

Paid Time Off (PTO) and holidays

Job summary

Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work with our Business Development team to expand Merit’s client base and help clients reach long‑term financial goals.

The role emphasizes relationship management, strategic advice across products, and ongoing portfolio oversight. A background in financial services and readiness to obtain required licenses within 90 days are preferred.

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• 3–5 years of experience in financial services.
• Licenses in Life and Health or willingness to obtain within 90 days.
• Proven track record in financial advising and business development.
• Excellent oral, written, and interpersonal communication skills.

Responsibilities

• Meet with prospects through the engagement process.
• Develop financial plans covering expenses, income, taxes, risk, and objectives.
• Analyze markets, investments, and client data to tailor strategies.
• Review accounts regularly for changes in life or economic conditions.
• Collaborate with tax, legal, and insurance professionals to cover the full client roadmap.
• Prepare income projections, summaries, and performance reports for portfolios.
• Support Client Development in events to grow the prospect database and follow up.
• Aim to achieve production and revenue targets set by leadership.
• Stay informed on industry developments, compliance, and market conditions.
• Mentor junior advisors and team members.

Skills

Relationship management

Consultative sales

Client communication

Financial product knowledge

Pipeline development

Education

Bachelor's degree in Finance or Business

Job description

Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work with our Business Development team to expand Merit’s client base and help clients reach long‑term financial goals.

The role emphasizes relationship management, strategic advice across products, and ongoing portfolio oversight. A background in financial services and readiness to obtain required licenses within 90 days are preferred.