Wealth Advisor- Meridian

What You’ll Do Client Relationship Management

• Serve as both lead and co-lead advisor supporting client relationships in the $1M–$5M segment
• Deliver integrated investment and financial planning recommendations
• Build strong client relationships through proactive communication and high touch service
• Develop and maintain financial plans using eMoney
• Support portfolio oversight, asset allocation, and implementation of investment strategies
• Partner with senior advisors on complex planning and investment decisions

• Coordinate client meeting preparation, including agendas, materials, and follow-ups
• Ensure timely execution of client requests, account maintenance, and CRM documentation
• Collaborate with paraplanning and operations teams to deliver a seamless experience

• Identify opportunities to deepen client relationships
• Contribute to team-based client retention and growth efforts

• Bachelor’s degree in business, finance, financial planning, or a related field
• 3-5 years of meaningful client facing experience in wealth management, advisory, or paraplanning roles
• CFP designation or active progress toward completion strongly preferred
• Active Series 7 and Series 66 licenses or equivalent
• Strong financial planningexpertisewith the ability to translate complexity into clear client guidance
• Service oriented mindset with a passion for delivering ahigh-qualityclient experience
• Demonstrated ability to collaborate effectively within a team environment
• Excellent communication, presentation, and organizational skills
• High levelof professionalism, integrity, and client first orientation

• Medical, dental, and vision insurance effective day one
• Paid parental leave
  16 weeksfor primary caregiver and8 weeksfor secondary caregiver
• 401k with employer match
• HSA employer contributions

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.