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Financial Advisor - Associate

Employer
Merit Financial Partners, LLC
Location
Westport Connecticut, New York City
Salary
Stipend plus generous revenue and profit sharing opportunity
Closing date
Mar 14, 2025
View more categoriesView less categories
Job Role
Financial Advisor
Employment Type
Temp to Full Time
Level
Internship
Experience Level
Career Changer
CFP® Certification
Required

 

Merit Financial Partners, LLC is a fee-only financial planning and investment advisory firm in the process of an exciting expansion of our business. We are offering career changers/associates the opportunity to contribute meaningfully to the day-to-day operations of our financial planning and wealth management business. Career changers are welcome, especially candidates with an entrepreneurial mindset to help us grow our business.

 

We are seeking candidates who ultimately want to develop their own book of business and who will initially support our Financial Advisors in the areas of financial planning and investment management.

 

A successful candidate would:

  • Be a self-starter eager to take advantage of Merit Financial Partner’s investment and financial planning platforms to build a book of business.
  • Share our firm’s philosophy of putting the client first
  • Be a Certified Financial Planner practitioner or having passed the CFP exams.
  • Assist with investment management
  • Assist in managing ongoing relationships with clients, keeping them updated about any changes affecting their finances
  • Maintain a strong commitment to teamwork and contribute to the overall success of the company

To learn more about our firm go to www.meritfinancialpartners.com.

Skills sought: 

  • Be a Certified Financial Planner practitioner or working toward certification, having passed the CFP exams.
  •  Exceptional communication and presentation skills
  • Knowledge of Advyzon, Schwab Platform and MoneyGuidePro a plus. 

 

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