Jobs at Merit Financial Advisors

The Branch Office Administrator role supports financial advisors at a Fortune 500 firm in Grand Rapids, Michigan, helping over nine million clients achieve their long-term financial goals. Key responsibilities include managing client accounts, processing transactions, facilitating communication, and assisting with annual business planning and marketing events. The position offers a supportive environment with comprehensive six-month training, mentorship, and a strong network of colleagues. This opportunity appeals to those seeking a career in a people-first culture that values diverse viewpoints, continuous professional development, and work-life balance within a privately-owned organization.

The Branch Office Administrator role in Grand Rapids provides essential administrative support to financial advisors and their clients within a Fortune 500 financial services firm. Key responsibilities include managing client accounts, facilitating communication through various channels, processing transactions, and assisting with annual business planning and marketing initiatives. The position offers a supportive environment with comprehensive training, mentorship, and a culture that values diverse viewpoints and continuous professional development. As a privately owned company, the organization emphasizes a people-first approach, offering opportunities for long-term career growth and a collaborative team dynamic where associates work independently yet are backed by a vast network.

The Billing Analyst II role at PCS Retirement supports the financial operations team by ensuring accurate invoicing and system reconciliation for retirement plan services. Key responsibilities include conducting advanced data analysis and validation, preparing invoices and credit memos, and identifying process improvements to automate billing workflows. The position requires running reports in Intacct and collaborating with internal and external partners to maintain data integrity. This hybrid position based in Philadelphia offers a collaborative culture focused on trust and professional growth, providing opportunities to work with a leading retirement solution provider while balancing office and remote work.

The Environmental and Hangar Operations Support Supervisor leads a team dedicated to hazardous materials management and aircraft hangar logistics at an aviation maintenance organization. Key responsibilities include developing and implementing safety compliance programs for hazardous waste, coordinating emergency spill responses, and directing daily operations to ensure regulatory adherence. The role also involves assigning non-maintenance tasks to support aircraft workflow and managing equipment procurement. This position offers a stable Monday through Friday schedule with opportunities for professional growth through leadership development and tuition assistance. The company fosters a culture of safety and innovation, providing relocation assistance and a comprehensive benefits package to support employee well-being and career advancement.

The Head of Rewards is a senior leadership role responsible for directing the strategy, design, and governance of total compensation and benefits programs across the bank. Key duties include developing comprehensive pay structures, managing executive compensation, overseeing benefits and wellbeing initiatives, and ensuring strict compliance with banking regulations and SEC requirements. This position partners with executive leadership and the Board to align reward strategies with business goals while fostering a high-performance culture. The role appeals to candidates seeking to shape a competitive talent strategy in a dynamic financial environment, offering the opportunity to lead a high-performing team and drive organizational success through data-driven insights and strategic planning.

The Sr. Procurement Analyst I role supports the Department of the Air Force Category Management workstream on-site at the Pentagon. Key responsibilities include conducting spend analyses and market research to identify cost savings, utilizing data analytics tools to generate financial insights for senior leaders, and producing strategic reports and executive presentations. The position appeals to candidates seeking a people-focused culture with a two-decade legacy of team development, offering professional growth opportunities and flexible work arrangements. Success requires an active Secret clearance, a bachelor's degree, and five or more years of experience in procurement or data analysis within a federal environment.

This full-time Private Equity Associate role is based in Cleveland and supports a lower middle market firm transitioning to its first institutional fund. The position focuses on industrial, business services, consumer, and distribution sectors. Key responsibilities include building financial models, managing due diligence, drafting investment materials, and analyzing portfolio company performance to drive value creation. The role offers exceptional hands-on experience with direct access to senior partners and meaningful ownership from day one. It appeals to candidates seeking a high-agency environment with active involvement across the full investment lifecycle, from sourcing to portfolio management. The position requires 2-3 years of investment banking experience and strong financial modeling skills.

This full-time Private Equity Associate role is based in Cleveland within a lower middle market firm focused on industrial, business services, consumer, and distribution sectors. The position offers direct access to senior partners and meaningful responsibility from day one as the firm transitions to its first institutional fund. Key duties include building detailed financial models, managing due diligence across multiple workstreams, drafting investment committee materials, and supporting portfolio company value creation through strategic planning and board participation. The role appeals to candidates seeking a high-agency environment with extensive exposure to the full investment lifecycle, from sourcing and diligence to capital raising and operational improvements. The position requires 2-3 years of investment banking experience and offers a collaborative culture with significant professional growth opportunities.

The Sr. Program Analyst I role supports the Department of the Air Force Category Management workstream on-site at the Pentagon. Key responsibilities include conducting spend analyses and market research to identify cost savings, utilizing data analytics tools to generate financial insights for senior leaders, and producing strategic reports and executive presentations. The position appeals to candidates seeking a people-focused culture with a two-decade legacy of team development, offering professional growth opportunities and flexible work arrangements. Success requires an active security clearance and experience in federal procurement or data analysis within a fast-paced environment.

This full-time Private Equity Associate role is based in Philadelphia and supports a lower middle market firm transitioning to its first institutional fund. The position focuses on the education, healthcare, professional services, and technology sectors. Key responsibilities include building financial models, managing due diligence, drafting investment materials, and analyzing portfolio company performance to drive value creation. The role offers exceptional hands-on experience with direct access to senior partners and meaningful ownership from day one. It appeals to candidates seeking a high-agency environment with active involvement across the entire investment lifecycle, from sourcing to capital raising. The firm fosters a culture of professional growth and strategic impact within a collaborative team setting.

The Market Leader, Wealth & Investment Management role serves as the primary relationship manager and business development lead for a diverse network of ultra-high net worth clients within a specific geographic region. Key responsibilities include managing complex fiduciary trust accounts, reviewing portfolio performance with portfolio managers, and driving growth through community outreach and cross-departmental partnerships. The position requires deep expertise in investment strategies and the ability to navigate legal and compliance frameworks. This opportunity appeals to experienced professionals seeking a leadership position within a culture that values integrity, employee empowerment, and professional development. The role involves a hybrid work arrangement with regular travel to client sites and industry events.

The Senior Financial Analyst role at Stellantis Financial Services supports the financial foundation of a rapidly scaling auto lending business within a global automotive group. Key responsibilities include leading month-end close processes, developing rolling forecasts and annual budgets, and performing variance analysis to guide strategic business decisions. The position requires collaborating with cross-functional teams to identify financial risks, optimize reporting efficiency, and present insights to executive leadership. This opportunity appeals to candidates seeking career growth within a dynamic, expanding organization that values a collaborative culture and professional development. The role is based in one of several US locations including Atlanta, Dallas, Detroit, Houston, or Phoenix, with minimal travel required.

This Managing Director role leads the Forensic, Litigation & Valuation Services practice within EisnerAmper's Financial Advisory division. The position involves directing complex engagements such as damages analyses, fraud investigations, and expert witness services while managing cross-functional teams to ensure technical excellence. Key responsibilities include serving as a trusted advisor to attorneys and corporate clients, driving strategic business development, and representing the firm as a thought leader through industry publications. The role appeals to seasoned professionals seeking autonomy within a collaborative, award-winning culture that prioritizes work-life balance and authentic leadership. Based in New York with hybrid flexibility, the position offers significant opportunities for mentorship and career growth within one of the industry's fastest-growing advisory firms.

This full-time Managing Director role within EisnerAmper's Financial Advisory Services team leads complex bankruptcy and restructuring engagements for distressed companies and creditor groups. Key responsibilities include developing strategic turnaround plans, managing cross-functional teams for financial analysis and forensic investigations, and serving in fiduciary capacities such as trustee or financial advisor. The position also involves growing the practice through business development, mentoring team members, and representing the firm as an industry thought leader. The role is appealing due to the firm's collaborative culture, multiple workplace awards, and commitment to work-life balance. It offers hybrid flexibility with a preferred location in New York, providing opportunities for professional growth within one of the industry's fastest-growing advisory firms.

This Partner role within the Forensic, Litigation & Valuation Services group at EisnerAmper focuses on leading high-stakes advisory engagements for legal and financial clients. Key responsibilities include overseeing complex investigations and valuations, driving business development to expand the client portfolio, and mentoring staff through training and performance evaluations. The position offers the appeal of joining a rapidly growing, award-winning firm that prioritizes work-life balance and authentic collaboration. While the role is based in Los Angeles, it involves occasional travel to client sites and other offices, providing a dynamic environment for seasoned professionals to shape their career trajectory.

This full-time ESL/ELL teaching role for grades 9-12 supports scholars at Foundation Academies, a mission-driven charter school in Trenton, New Jersey. The position focuses on delivering differentiated, standards-aligned instruction that fosters English language acquisition, cultural competency, and academic growth. Key responsibilities include designing inclusive lesson plans, providing individualized small-group support, monitoring student progress through data-driven assessments, and collaborating with general education staff and families to ensure equitable learning outcomes. The role appeals to educators seeking a supportive, collaborative environment centered on student independence and leadership. Benefits include a company-provided smartphone and laptop, comprehensive health and retirement plans, paid time off, and access to professional development. The school operates on a standard Monday through Friday schedule with a focus on preparing all students for college success.

This Director-level role within Kroll's Cyber & Data Resilience Practice focuses on leading digital forensics and incident response engagements for a global client base. The position involves managing the full incident lifecycle, from structuring projects and allocating resources to presenting findings and delivering commercial advice. Key responsibilities include mentoring team members, ensuring high-quality service delivery, and maintaining strong relationships with diverse stakeholders across various industries. The role is appealing due to the opportunity to work with an award-winning team on complex, high-impact cases while contributing to a collaborative culture that values professional growth and global perspective. The position requires extensive travel and the ability to navigate different cultural and political environments.

The Senior Electrical Lead Engineer role at Glumac in Seattle provides strategic leadership for the electrical discipline within a diverse portfolio of healthcare, education, and commercial projects. Key responsibilities include mentoring staff, overseeing project design and quality assurance, managing regional workloads, and serving as the Engineer of Record for client communications. This position appeals to professionals seeking a hybrid work arrangement with two in-office days, offering a collaborative culture that prioritizes work-life balance and continuous professional growth. The role allows engineers to shape technical standards and drive process improvements while contributing to sustainable infrastructure initiatives within a globally recognized firm.

The Director, Accounting & Reporting Advisory role leads technical accounting engagements for diverse clients across industries such as life sciences and technology. Key responsibilities include executing complex financial reporting, reviewing contracts for GAAP compliance, preparing SEC filing disclosures, and serving as a subject-matter expert for the firm's valuation practice. The position also involves business development to grow the service line and presenting findings to C-suite executives. This opportunity appeals to entrepreneurial professionals seeking growth within a collaborative culture that values Relentless Excellence. The firm offers flexible work schedules, comprehensive professional development, and a supportive environment focused on inclusion and work-life balance.

This senior leadership role within Stout's Valuation Advisory group focuses on the Transaction Opinions practice, specifically driving expansion on the West Coast. The position involves leading fairness and solvency opinion engagements for public and private transactions, managing high-level client relationships with boards and executives, and overseeing the strategic direction and growth of the practice. Key responsibilities include mentoring professionals, setting operational standards, and representing the firm through thought leadership. The opportunity is appealing due to a collaborative culture rooted in core values like accountability and relationship-building, alongside significant investment in professional growth through mentorship and training. The firm offers flexible work schedules and a supportive environment that promotes work-life balance and inclusion.

The Director of Provider Compensation Valuation leads the healthcare valuation and advisory practice at Stout, focusing on analyzing physician and provider compensation arrangements for a nationwide client base. Key responsibilities include overseeing all phases of client projects, managing team workflows to ensure quality and timeliness, and providing mentorship to junior staff. The role also involves developing high-quality valuation reports, representing the firm in client interactions, and driving business development through thought leadership. This position appeals to professionals seeking a collaborative culture rooted in Relentless Excellence, offering opportunities for professional growth through training and mentorship. The firm supports work-life balance with flexible schedules and a discretionary time off policy, allowing for a dynamic career in a supportive, inclusive environment.

This full-time Financial Planner role at New York Life focuses on guiding individuals and businesses toward secure financial futures through insurance, investment, and retirement solutions. The position involves developing customized financial plans, building long-term client relationships, and creating strategic portfolios tailored to specific life stages and goals. Key responsibilities include prospecting new clients, analyzing financial status, and collaborating with senior advisors to renew accounts. The role is appealing due to the company's collaborative culture that prioritizes professional growth and community impact, along with comprehensive training and exam coverage provided by the employer. The position requires a bachelor's degree and strong analytical skills, offering a pathway to build a meaningful career in wealth management.