Service Advisor

Service Advisor

Department: Wealth Management

Employment Status: Full-Time

FLSA Status: Exempt

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 48 locations across the country, Merit balances tactical advice with innovative strategy. Our 312 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a "Best Places to Work" by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia's Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

Position Purpose

As a Service Advisor, you will be assigned client relationships to manage and the number of clients you are assigned will increase over time. You will initially work with the primary advisor to these clients to transition communication, reviews and general advising to you. This will typically take 1-3 meetings with the client. Your primary responsibilities will consist of working with these assigned clients on all of their financial planning needs including investment strategies, legacy planning, risk management, insurance planning, tax planning, cash flow planning, etc.

Responsibilities

• Develop meaningful and lasting relationships with clients and their families.

• Develop advising strategies for clients in investment planning, estate planning, risk management, tax planning, education planning, philanthropic planning, cash management, and other areas to help them reach financial and legacy planning objectives.

• Reviewing client accounts and financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

• Managing and updating client portfolio strategies as appropriate.

• Proactively contacting clients regularly to continue to build relationships and discover changes that have or could impact their financial plan.

• Building additional client relationships through referrals from existing clients and centers of influence.

Requirements:

• Bachelor's Degree in Finance, Financial Planning or related area required

• Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required

• Life and Health licenses or willingness to obtain within 90 days

• Proficient computer skills (ability to access email and the Internet) and proficiencies in Outlook, Word, Excel, and Salesforce are desired.

• Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)

• Proven ability to provide strategic advice in the above areas articulately

• Desire to grow the prospect pipeline

Salary + Benefits

● Competitive salary based on experience

● Medical Insurance

● Dental/Vision Insurance

● Life & Personal Accident Insurance

● Short-term Disability Insurance

● Long-term Disability Insurance

● Flexible Spending