About this role
Wealth Advisor - Banking Channel at Merit Financial Advisors. Location: Seattle or Alpharetta. Role: managing relationships, advising clients, driving growth Requirements: 5+ years in affluent/private wealth or HNW bank advisory; bachelor’s in finance/business/economics or equivalent experience; Series 65 or Series 7 & 66 preferred; strong relationship-building and holistic planning skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series65, series7, series66 Commitment: Full Time Workplace: Remote Languages: English