Advisor - Wealth Management
Not Disclosed•Full-TimeOn-site
location_on8461, East 81st Street South, Tulsa, Oklahoma, 74133, United States
About the Company
Merit is a fast-growing, pioneering financial services firm dedicated to helping individuals reach their financial goals as they transition into and experience retirement. Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy to deliver the ultimate client experience.
Our mission is to address retirement challenges in America by helping clients achieve financial freedom and confidence. We believe in establishing long-lasting relationships through objective financial advice and tailored solutions that promote growth. As a multi-generational firm, our foundation is built around servant leadership and total team leadership. We are recognized as a "Best Places to Work" by InvestmentNews and have made the fastest-growing companies list in both INC 5000 and Georgia's Fast 40.
About the Role
The Service Advisor is a licensed financial professional responsible for supporting the advisory team in delivering financial planning and investment advice. This role involves direct interaction with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service.
While this role may not fully own client relationships or new business development, it operates with a degree of independent judgment and applies specialized financial knowledge. You will serve as a vital point of contact for existing clients, ensuring timely and accurate execution of requests while analyzing client data to identify planning opportunities. The position is dynamic; it will vary, grow, and change, offering a unique opportunity to evolve within a relationship-driven approach to the financial industry.
Hiring Process
Merit seeks individuals who align with our values of humility and excellence. We invite qualified candidates to apply to join our team of 250 hardworking leaders. Specific details regarding the interview stages and timeline will be communicated during the initial application review and subsequent conversations.
Equal Opportunity Employer
Merit is an equal opportunity employer committed to building a diverse and inclusive workforce. We consider qualified applicants regardless of background, race, religion, gender, or other protected characteristics.
Work location
Work model: On-site
8461, East 81st Street South, Tulsa, Oklahoma, 74133, United States
Tulsa, Oklahoma
Similar Job Opportunities
Skills, education and keywords
Skills: Series 65 License, Series 66 License, CFP Designation, Cfa Designation, CHFC Designation, Cic Designation, Financial Planning, Investments, Regulatory Requirements, CRM.
Education: Bachelor's degree in Finance, Business, or related field required.
Frequently asked questions about Advisor - Wealth Management at Merit Financial Advisors
What does a Advisor - Wealth Management at Merit Financial Advisors do?expand_more
Day-to-day, the Advisor - Wealth Management at Merit Financial Advisors will prepare and deliver comprehensive financial plans in collaboration with lead advisors; implement investment strategies and process account transactions as needed; serve as a point of contact for existing clients for service-related needs; and analyze client data to identify financial planning opportunities.
What are the requirements for this Advisor - Wealth Management role?expand_more
To qualify for the Advisor - Wealth Management at Merit Financial Advisors position, applicants should have: Bachelor's degree in Finance, Business, or related field; Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required; and Strong knowledge of financial planning concepts, investments, and regulatory requirements.
Where is the Advisor - Wealth Management role at Merit Financial Advisors located?expand_more
Advisor - Wealth Management at Merit Financial Advisors is based in 8461, East 81st Street South, Tulsa, Oklahoma, 74133, United States. This is a on-site role.