What are the responsibilities and job description for the Financial Advisor position at Merit Wealth Advisors?
$10 Million of Assets Under Management is required
Financial Advisor Company Benefits
- Paid time off plus paid holidays
- Safe work environment
- Tuition reimbursement
- 401(k) with a company match
- Group Health Insurance
- Dental Insurance
- Vision Insurance
- Free snacks and drinks
- Growth opportunities
Financial Advisor Job Description
- Financial planning firm is seeking a highly motivated individual with financial planning experience to join our team.
- You will be responsible for servicing, retaining, and deepening client relationships through supporting a team of advisors.
- This role is client-facing in an organization that provides clients' financial planning and wealth management.
Financial Advisor Job Responsibilities
- Serves as client-facing point of contact on behalf of the firm and client relationship team
- Focuses on complete client care and delivering on promises made to the client
- Responsible for client satisfaction with firm and retention of client accounts
- Responsible for increasing assets under management from an assigned client base & finding new revenue opportunities
- Demonstrates the ability to build and foster strong client relationships through servicing high net worth client households;
- Oral Communication is essential by demonstrating strong and concise verbal communication with clients, team members, and business partners.
- Trustworthiness and integrity
Financial Advisor Requirements:
- $10 Million of AUM
- Minimum of 3 years of financial services experience.
- FINRA Series 7, 63, 66, and/or 65 Securities Registration
- Life and health 215 license.
- Experience providing quality financial advice to clients.