Wealth Advisor - Banking Channel

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.

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 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.

• 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…