The Company: 

Merit Financial Advisors is a fast growing, pioneering financial services firm that invests heavily in the growth and  development of team members. Merit seeks to establish, educate, and help individuals reach their  financial goals as they transition into and experience retirement. With an unswerving commitment  to excellence and reliability, Merit provides objective financial advice and believes in establishing  long-lasting relationships. By offering an array of services, clients can receive tailored solutions  that promote growth and help them achieve financial goals.  

Merit believes in addressing the retirement challenges in America by helping clients reach  financial freedom and confidence to the working population and retirees alike. This focus on  comprehensive financial wellness enables us to deliver the ultimate client experience. 

Headquartered in Alpharetta, GA, with 48 locations across the country, Merit balances tactical  advice with innovative strategy. Our 200+ hardworking employees are leaders rooted in humility  and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant  leadership and total team leadership. We have been recognized as a “Best Places to Work” by  InvestmentNews and have made the fastest growing companies list in both INC 5000 and  Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the  financial industry, we are looking for the right individuals to join our team. 

The Position: 

As a Service Financial Advisor, you will be assigned client relationships to manage and the  number of clients you are assigned will increase over time. You will initially work with the  primary advisor to these clients to transition communication, reviews and general advising to  you. This will typically take 1-3 meetings with the client. Your primary responsibilities will  consist of working with these assigned clients on all of their financial planning needs including  investment strategies, legacy planning, risk management, insurance planning, tax planning,  cash flow planning, etc.  

Responsibilities:

• Develop meaningful and lasting relationships with clients and their families
• Develop advising strategies for clients in investment planning, estate planning, risk  management, tax planning, education planning, philanthropic planning, cash management, and other areas to help them reach financial and legacy planning objectives
• Reviewing client accounts and financial plans on a regular basis to understand if life or  economic changes, situational concerns, or financial performance necessitate changes in their plan
• Analyzing financial data received from clients to develop strategies for meeting clients'  financial goals
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
• Managing and updating client portfolio strategies as appropriate
• Proactively contacting clients regularly to continue to build relationships and discover changes that have or could impact their financial plan
• Building additional client relationships through referrals from existing clients and centers of  influence 

Requirements: 

• Bachelor’s Degree in Finance, Financial Planning or related area required
• CFP® or ChFC® designation preferred 
• Series 7 and Series 66 (or Series 63 and 65)  
• Life and Health licenses or willingness to obtain within 90 days 
• Proficient computer skills (ability to access email and the Internet) and proficiencies in  Outlook, Word, Excel, and Salesforce are desired
• Strong working knowledge across a variety of financial products and services (debt  management, cash management, insurance coverage, investments, etc.)
• Proven ability to provide strategic advice in the above areas articulately
• Desire to grow the prospect pipeline 

Salary + Benefits:

• Competitive salary BOE
• Medical Insurance  
• Dental/Vision Insurance  
• Life & Personal Accident Insurance 
• Short-term Disability Insurance  
• Long-term Disability Insurance  
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care  FSA  
• 401(k) Plan with company matching 
• Paid Time Off (PTO) and paid holidays 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018-2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 & 2022: The Georgia Fast 40 for 2019 & 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019-2023: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.