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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
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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.

Find Us
Website
Telephone
203-221-2799
Location
500 Post Road East, 2nd Floor
Westport
CT
06880
United States
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