The Advisor-Wealth Management role at Merit supports the advisory team in delivering financial planning and investment advice to clients transitioning into retirement. Key responsibilities include preparing comprehensive financial plans, implementing investment strategies, and serving as a primary contact for client service needs while maintaining accurate documentation. The position appeals to licensed professionals seeking a collaborative environment within a rapidly growing, award-winning firm recognized for its servant leadership culture. Employees benefit from significant investment in their development, flexible work arrangements, and a mission focused on helping individuals achieve financial freedom. The role requires an active Series 65 or 66 license and offers opportunities for career growth within a multi-generational organization.