About this role
Financial Planning Administrator at Merit Financial Advisors. Location: Sheboygan Falls or Alpharetta or United States. Role: supporting planners, generating recommendations, transitioning data Requirements: Bachelor's degree required; 0-2+ years in wealth management/financial planning preferred; CFP preferred; experience with eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com and Salesforce a plus. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com, Salesforce, CRM Certifications: cfp, sie, series 7, series 66 Commitment: Full Time Workplace: Remote Languages: English