Wealth Manager

About the role

Merit is a fast-growing, pioneering financial services firm headquartered in Alpharetta, GA, with over 70 locations across the country. Merit invests heavily in the growth and development of team members and seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. The firm balances tactical advice with innovative strategy and is recognized as a “Best Places to Work” by InvestmentNews and has made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. As Merit expands and works to bring its relationship-driven approach to the financial industry, it is looking for the right individuals to join the team.

Responsibilities

• Meet with prospects throughout the engagement process
• Meet with clients to form a financial plan encompassing expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements
• Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goals
• Review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments
• Collaborate with other tax, legal, and insurance professionals to cover clients’ entire financial roadmap and ensure they’re on track to achieving their goals
• Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly
• Work closely with the Client Development Managers in conducting marketing events to increase the number of prospects in the database and assist in the follow-up with these prospects
• Review/prepare workshop presentations and conduct educational workshops
• Achieve production and revenue targets as established by firm leadership
• Stay informed on industry developments, compliance requirements, and market conditions
• Mentor junior advisors and team members

Please note the role will vary, grow, and change and is not limited to the items above.

Requirements

• Bachelor’s degree in Finance, Business, or related field
• A minimum of 3 to 5 years of experience in the financial services industry
• 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
• Proven track record in financial advising and business development
• Exceptional relationship management and consultative sales skills
• Demonstrate excellent oral, written, and interpersonal communication skills
• Possess a willingness to learn firm technologies
• 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