Wealth Manager: Grow Clients’ Financial Futures

Merit Financial Advisors; Berwyn (PA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

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 paid holidays

Zusammenfassung

Merit Financial Advisors is a fast‑growing financial services firm focused on educating clients to reach financial goals and navigate retirement. The Wealth Manager role works with the Business Development Department to achieve Merit’s business goals, guiding clients through planning, investments, and ongoing portfolio reviews.

We offer a broad benefits package and flexible career growth within a multi‑location firm recognized for employee development and a client‑first approach.

Qualifikationen

• Bachelor’s degree in Finance, Business, or related field.
• Active Series 65 or Series 66 licenses.
• CFP, CFA, ChFC, or CIC designations.
• Life and Health licenses or willingness to obtain within 90 days.
• 3–5 years of experience in the financial services industry.

Aufgaben

• Meet with prospects throughout the engagement process.
• Meet with clients to form a financial plan encompassing expenses, income, insurance, objectives, tax status, risk tolerance, or other elements.
• Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goals.
• Review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments.
• Collaborate with tax, legal, and insurance professionals to cover the full financial roadmap.

Ausbildung

Bachelor's degree in Finance, Business, or related field

Tools

Series 65 license

Series 66 license

CFP designation

CFA designation

ChFC designation

CIC designation

Jobbeschreibung

Merit Financial Advisors is a fast‑growing financial services firm focused on educating clients to reach financial goals and navigate retirement. The Wealth Manager role works with the Business Development Department to achieve Merit’s business goals, guiding clients through planning, investments, and ongoing portfolio reviews.

We offer a broad benefits package and flexible career growth within a multi‑location firm recognized for employee development and a client‑first approach.