Financial Advisor - Sheboygan Falls

Merit is a fast-growing, pioneering financial services firm that invests heavily in the growth and development of team members. We help individuals reach their financial goals as they transition into and experience retirement, offering objective financial advice and tailored solutions to promote growth and financial wellness. Headquartered in Alpharetta, GA, with 39 locations nationwide, Merit balances tactical advice with innovative strategy. Our 250 employees are leaders rooted in humility, and we’ve been recognized as a “Best Places to Work” by InvestmentNews and as one of the fastest-growing companies by INC 5000 and Georgia’s Fast 40.

About the role

The Service Advisor is a licensed financial professional who supports the advisory team in delivering financial planning and investment advice. This role involves direct client interaction to implement advisor-directed strategies, prepare financial plans, and provide ongoing service. While not fully owning client relationships or new business development, the role operates with independent judgment and applies specialized financial knowledge.

Responsibilities

• Prepare and deliver comprehensive financial plans in collaboration with lead advisors.
• Implement investment strategies and process account transactions as needed.
• Serve as a point of contact for existing clients for service-related needs.
• Analyze client data to identify financial planning opportunities.
• Ensure timely and accurate execution of client requests.
• Maintain detailed documentation in CRM and financial planning systems.
• Stay current with industry regulations, market trends, and product knowledge.
• Support advisors in client retention and satisfaction initiatives.

Requirements

• Bachelor’s degree in Finance, Business, or related field.
• Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required.
• Strong knowledge of financial planning concepts, investments, and regulatory requirements.
• Excellent communication and client service skills.
• Demonstrated oral, written, and interpersonal communication skills.
• Willingness to learn firm technologies.

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA), or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays