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 bringing 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 235 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 Place 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:

The Closing Advisor is the driving force behind marketing Merit Financial Advisors to other financial institutions.The Closing Advisor is the prospective client's first point of contact and will play a crucial role in establishing rapport with potential clients, and ultimately following up on leads to establish new business. The Closing Advisor will work closely with the Chief Growth Officer to build a referral pipeline, vet and qualify leads, and then handoff to the Due Diligence team to begin the internal discovery process.

Responsibilities:

• Develop strong relationships with top-tier institutions and prospects through consultative, educational, and proactive conversations that deliver the Merit value proposition
• Collaborate with CGO and growth team to design effective marketing and business development strategies that can help grow the referral pipeline
• Schedule appointments, meet with new prospects, and follow up with prospects to develop and cultivate a referral base
• Track results from prospective client meetings and keep the referral list updated with the prospect’s status
• Perform initial qualification, vetting, and discovery of new clients, in order to ultimately hand off the client to the Merit advisor team. 
• Travel within the sales territory for prospective client meetings

Qualifications:

• Minimum of 10 years of experience in private wealth management within an RIA and/or BD environment
• Demonstrated success in wholesale outbound sales and building a referral network within the financial services industry
• Excellent written and verbal communication skills
• Excellent CRM, time management, and project management skills
• Must be able to travel around the regional area near the hub office (approximately 60% of scheduled work time)
• Excellent computer and software skills including Microsoft Office and Salesforce
• Bachelor's Degree in Business, Finance, Marketing or Communication
• Series 66/65, required
• CFA, CFP or CPA, preferred

Salary + Benefits:

• $100,000-125,000k base salary + uncapped bonus potential
• Medical, 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, 2019, 2020, 2021, 2022, 2023 & 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and has 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 and 2022: The Georgia Fast 40 for 2019 and 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, 2020, 2021, & 2022: 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.