Financial Advisor - Sheboygan Falls Job Sheboygan Falls area,Wisconsin USA,Finance & Banking

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:

The Service Advisor is a licensed financial professional responsible for supporting the advisory team in delivering financial planning and investment advice. This role involves direct interaction with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service. While this role may not fully own client relationships or new business development, it operates with a degree of independent judgment and applies specialized financial knowledge.

Responsibilities:

Prepare and deliver comprehensive financial plans in collaboration with lead advisors.
Implement investment strategies and process account transactions as needed.
Serve as a point of contact for existing clients for service-related needs.
Analyze client data to identify financial planning opportunities.
Ensure timely and accurate execution of client requests.
Maintain detailed documentation in CRM and financial planning systems.
Stay current with industry regulations, market trends, and product knowledge.
Support advisors in client retention and satisfaction initiatives.
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 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff.

50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award…