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Licensed Financial Planning & Service Advisor

Job in Roswell, Fulton County, Georgia, 30076, USA
Listing for: Merit Financial Advisors
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 52000 - 78000 USD Yearly USD 52000.00 78000.00 YEAR
Job Description & How to Apply Below

Merit Financial Advisors, based in Alpharetta, GA, seeks a Service Advisor to support the advisory team with financial planning and investment advice. You will interact with clients to implement advisor-directed strategies, prepare plans, and provide ongoing service.

The role involves direct client interaction, independent judgment, and applying specialized financial knowledge, with opportunities to grow within the firm.

We are seeking a motivated Licensed Financial Planning & Service Advisor to join Merit Financial Advisors in Roswell, GA, United States.

We appreciate your interest in this position.

Join Merit Financial Advisors and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Licensed Financial Planning & Service Advisor role at Merit Financial Advisors, based in Roswell, GA, United States.

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