About this role
Financial Planning Administrator at Merit Financial Advisors. Location: Chicago or Alpharetta. Role: generating recommendations, transitioning data, creating content Requirements: Bachelor's degree required; 0-2+ years in wealth management; CFP preferred; experience with eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, and Salesforce; investment licensing (SIE, Series 7, 66) encouraged. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, Salesforce Certifications: cfp, sie, series 7, series 66 Commitment: Full Time Workplace: Remote Languages: English