About this role
Financial Advisor - Wealth Management at Merit Financial Advisors. Location: Chicago, Illinois, United States. Role: preparing plans, implementing strategies, serving clients Requirements: Bachelor's degree in Finance/Business, active Series 65/66 or equivalent (CFP/CFA/ChFC/CIC) required, strong financial planning and investment knowledge, excellent communication, client service skills, and willingness to learn firm technologies. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, financial planning systems Certifications: series65, series66, cfp, cfa, chfc, cic Commitment: Full Time Workplace: Onsite Languages: English