Financial Advisor

Merit Financial Advisors • Albany, GA

26d • Onsite

About The Position

The Financial Advisor is a fully licensed financial professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This role is responsible for deepening client relationships through personalized planning and investment strategies. Lead Advisors are expected to meet production goals, participate in business development activities, and serve as the primary advisor to their assigned clients.

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.
• 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

Responsibilities

• Manage a personal book of business with full client relationship ownership.
• Provide holistic financial planning, investment management, and risk analysis.
• Develop new business through networking, referrals, and marketing initiatives.
• Conduct client meetings to deliver tailored financial recommendations.
• Collaborate with internal teams to ensure seamless client service delivery.
• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level