Financial Advisor
2 weeks ago
About Us: Merit Wealth Advisors is a boutique financial services firm dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. With a commitment to excellence and a client-centric approach, we strive to empower our clients to achieve their financial goals and secure their financial futures.
Job Description: We are seeking an experienced and results-driven Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of success in wealth management and a strong ability to cultivate and maintain a substantial book of business. As a Senior Financial Advisor, you will be responsible for providing personalized financial advice and investment solutions to high-net-worth individuals and families.
Responsibilities:
1. Develop and maintain relationships with high-net-worth clients to understand their financial goals, objectives, and risk tolerance.
2. Conduct comprehensive financial assessments and develop customized wealth management strategies to help clients achieve their long-term financial objectives.
3. Provide expert guidance on investment opportunities, asset allocation, tax planning, retirement planning, estate planning, and other financial matters.
4. Implement and monitor investment portfolios, making adjustments as needed to optimize performance and align with clients' goals and risk profiles.
5. Proactively identify opportunities to expand the firm's client base and grow assets under management.
6. Stay current on industry trends, market conditions, and regulatory developments to provide informed advice and recommendations to clients.
7. Collaborate with other members of the wealth management team, including portfolio managers, financial planners, and tax professionals, to deliver comprehensive solutions and superior client service.
8. Maintain accurate records of client interactions, transactions, and portfolio performance in accordance with regulatory requirements and firm policies.
Qualifications:
1. Bachelor's degree in finance, economics, business, or a related field. Advanced degree (e.g., MBA, CFA, CFP) preferred.
2. Minimum of 5 years of experience in wealth management or financial advisory roles, with a proven track record of building and managing a book of business totaling $10 million or more.
3. Strong understanding of investment products, financial markets, and wealth management principles.
4. Excellent interpersonal and communication skills, with the ability to establish rapport with clients and communicate complex financial concepts in a clear and understandable manner.
5. Demonstrated ability to work independently and collaboratively within a team environment.
6. FINRA Series 7 and 66 licenses required; additional licenses or certifications may be required depending on specific job responsibilities and regulatory requirements.
7. Proficiency with financial planning software, CRM systems, and other relevant technology tools.
Joining Merit Wealth Advisors offers the opportunity to work with a dynamic team of professionals dedicated to helping clients achieve financial success. We offer competitive compensation, including base salary and performance-based incentives, as well as a comprehensive benefits package and opportunities for professional development and advancement.
If you possess the skills, experience, and passion for providing exceptional financial advice and service, we invite you to apply for the Senior Financial Advisor position at Merit Wealth Advisors. Please submit your resume and a cover letter outlining your qualifications and interest in the role. We look forward to hearing from you
Company DescriptionOur mission is to help our clients create, preserve and transfer wealth by clearly understanding their financial goals. We strive to strengthen our long-term relationships through professionalism, friendliness and reliability by providing a superior client experience.Company DescriptionOur mission is to help our clients create, preserve and transfer wealth by clearly understanding their financial goals. We strive to strengthen our long-term relationships through professionalism, friendliness and reliability by providing a superior client experience.