Wealth Manager - Berwyn

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by Investment News and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40.

As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The Position:

A Wealth Manager serves clients by providing sound financial guidance and critical recommendations by obtaining and evaluating a client’s financial information. In addition, this role develops, recommends, and manages financial plans. This role works closely with our Business Development Department to create, achieve and expand Merit’s business goals.

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 your 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 our 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.*

Salary + 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

Best Places To Work for Financial Advisors : Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of…