Wealth Advisor - Banking Channel

Merit Financial Advisors • Washington, DC

4d

About The Position

The Associate Vice President (AVP), Banking Channel operates as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients introduced through Merit’s bank relationships. This role must seamlessly integrate investment management, retirement planning, estate coordination, tax-aware strategies, and banking solutions into a cohesive client experience.

Requirements

• 5+ years of experience in affluent/private wealth management or high-net-worth bank advisory.
• Experience working within or alongside banking institutions preferred.
• Bachelor’s degree in finance, Business, Economics, or related field or equivalent work experience.
• Series 65 or Series 7 & 66 – preferred.
• Established success serving HNW/UHNW clients.
• Strong relationship-building skills across internal bank stakeholders.
• Holistic planning expertise beyond investment management alone.
• Ability to operate independently with an ownership mentality.
• Strategic thinking aligned to bank growth objectives.
• Advanced communication skills with executive presence.
• Comfort wearing multiple hats within a growth-oriented platform.
• Ability to understand banking terminology and balance sheet dynamics while thinking holistically.

Nice To Haves

• Experience working within or alongside banking institutions
• Series 65 or Series 7 & 66

Responsibilities

• Serve as the primary wealth management representative within assigned bank markets.
• Build and deepen relationships with retail, commercial, mortgage, and treasury teams.
• Align wealth strategies with the bank’s deposit retention, lending growth, and client acquisition initiatives.
• Conduct internal training and education sessions to enhance referral quality and financial literacy.
• Act as a strategic growth partner to bank leadership.
• Lead consultative discovery meetings with mass affluent, HNW, and UHNW clients.
• Deliver comprehensive financial planning strategies encompassing: Investment management, Retirement income design, Tax-aware planning, Estate and legacy coordination, Business succession and liquidity planning, Risk management solutions.
• Translate complex financial strategies into actionable, client-centered solutions.
• Guide clients through proposal presentation, onboarding, and implementation.
• Coordinate internal specialists to deliver a seamless, white-glove client experience.
• Drive organic growth through internal bank referrals and strategic community relationships.
• Develop centers of influence connected to bank ecosystems (CPAs, attorneys, business advisors).
• Maintain disciplined pipeline management from introduction to close.
• Operate with a long-term relationship mindset rather than transactional focus.
• Deliver financial literacy workshops for bank clients and employees.
• Represent Merit and partner banks in community-facing events.
• Position wealth management as a strategic extension of the bank’s trusted relationship model.

Benefits

• Competitive, based on experience
• 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: Manager
• Education Level: Associate degree