Financial Advisor
- Employer
- Merit Financial Partners
- Location
- New York City, New York, Westport CT
- Salary
- Commensurate with Experience
- Closing date
- Jan 30, 2022
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- Job Role
- Financial Advisor
- Employment Type
- Contract
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
Job Details
Merit Financial Partners, LLC is a fee-only financial planning and investment advisory firm in the process of an exciting expansion of our business. With $200 million in assets under management and growing, we are currently looking for an experienced financial advisor/CFP practitioner to join our team who is seeking a growth opportunity and has an entrepreneurial mindset. This individual would be able to bring to and/or build a book of business at our firm in addition to ultimately assuming a managerial role with the potential of equity participation in our dynamic company. The ideal candidate for this position is a Certified Financial Planner who has a minimum of 3 to 5 years’ experience providing holistic financial planning and investment advice to a wide range of individuals. The successful applicant will join an experienced team of advisors based in New York City and Westport Connecticut.
Company
Merit Financial Partners, LLC is a Fee-Only financial planning and Registered Investment Advisory firm with offices in New York City and Westport CT. We specialize in providing hourly, as-needed financial advice, investment management and tax planning services to individuals and families. As Fee-Only advisors, we work solely for our clients. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
- Website
- http://www.meritfp.com/
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