What are the responsibilities and job description for the Investment Advisor position at Meridian Bank?
Join Our Team
We are seeking a results-driven Wealth Advisor to join our team at MERIDIAN BANK. As a Wealth Advisor, you will be responsible for developing and implementing comprehensive financial plans for our clients, building and maintaining strong relationships with clients and external partners, and staying up-to-date on industry trends and developments to provide expert advice to clients.
This is an exciting opportunity for someone who is passionate about delivering exceptional client service and building long-term relationships. You will have the opportunity to work with a dynamic and growing organization, collaborate with internal teams, and develop your skills and expertise through professional development and training opportunities.
Duties and Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Build and maintain strong relationships with clients and external partners
- Provide expert advice to clients on investment strategies and risk management
- Collaborate with internal teams to ensure seamless delivery of services to clients
Requirements:
- Bachelor's degree in Finance or related field
- 3 years of experience in financial planning or a related field
- CFP designation preferred
- NASAA 65 required (or commitment to obtain within 6 months)
- Strong computer skills and proficiency in Microsoft applications
Why Choose Us:
- Competitive salary and benefits package
- Professional development and training opportunities
- Flexible work arrangements to support work-life balance
- A dynamic and growing organization with a passion for delivering exceptional client service
About Us:
MERIDIAN BANK is a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals. We are committed to delivering exceptional client service and building long-term relationships based on trust and integrity.
