Company · 12 open roles
Careers at Merit Financial Advisors
Merit Financial Advisors has 12 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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12 positions at Merit Financial Advisors
Trader/ Investment Operations Associate
Merit Financial Advisors·Alpharetta, Georgia, United States
Trader/ Investment Operations Associate at Merit Financial Advisors. Location: Alpharetta, Georgia, United States. Role: trading securities, rebalancing models, auditing transactions Requirements: 3+ years industry experience, Bachelor's in Finance/Accounting/Business, Series 7 a…
Financial Advisor - Atlanta
Merit Financial Advisors·Atlanta, Georgia, United States
Financial Advisor - Atlanta at Merit Financial Advisors. Location: Atlanta, Georgia, United States. Role: managing book, providing planning, developing business Requirements: Bachelor's degree in finance/business, active investment license or designation (Series 65/66, CFP/CFA/Ch…
Financial Advisor - Wealth Management
Merit Financial Advisors·Chicago, Illinois, United States
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)…
Client Service Associate
Merit Financial Advisors·Rockford, Illinois, United States
Client Service Associate at Merit Financial Advisors. Location: Rockford, Illinois, United States. Role: building relationships, processing transactions, documenting communication Requirements: Associate's or Bachelor's degree, 1–2 years client service in wealth management, exper…
Financial Planning Administrator
Merit Financial Advisors·Sheboygan Falls or Alpharetta or United States
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 pl…
Financial Planning Administrator
Merit Financial Advisors·Chicago or Alpharetta
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, …
Wealth Advisor - Banking Channel
Merit Financial Advisors·Seattle or Alpharetta
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 equiva…
Tax Advisor
Merit Financial Advisors·Tulsa or Alpharetta
Tax Advisor at Merit Financial Advisors. Location: Tulsa or Alpharetta. Role: preparing taxes, ensuring compliance, researching issues Requirements: Bachelor's or equivalent, 3+ years tax advisory experience, proficiency with Apex, LWC, SOQL, Flow automation and Salesforce integr…
Client Service Manager
Merit Financial Advisors·Oak Brook, Illinois, United States
Client Service Manager at Merit Financial Advisors. Location: Oak Brook, Illinois, United States. Role: developing relationships, scheduling appointments, resolving inquiries Requirements: Associate's or Bachelor's degree, 2+ years client service in wealth management, FINRA Serie…
Executive Assistant
Merit Financial Advisors·Alpharetta, Georgia, United States
Executive Assistant at Merit Financial Advisors. Location: Alpharetta, Georgia, United States. Role: managing calendars, coordinating meetings, managing travel Requirements: 2-4 years executive assistant experience supporting C-suite, associate degree minimum (bachelor's preferre…
Financial Advisor
Merit Financial Advisors·Albany, Georgia, United States
Financial Advisor at Merit Financial Advisors. Location: Albany, Georgia, United States. Role: managing clients, providing advice, developing business Requirements: Bachelor's in finance or business; active Series 65/66 or professional designation (CFP, CFA, ChFC, CIC); proven fi…
Software Engineer, Integrations and Platforms
Merit Financial Advisors·Omaha or Alpharetta or United States
Software Engineer, Integrations and Platforms at Merit Financial Advisors. Location: Omaha or Alpharetta or United States. Role: designing integrations, building pipelines, maintaining platforms Requirements: Bachelor's degree or equivalent, 3+ years software engineering experien…