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Merit Financial Advisors

Independent wealth management and financial advisory services firm.

financial-serviceswealth-management
meritfinancialadvisors.com ↗
Jobs Hiring Closed Discussion

Company facts

Founded
1998
Employees
400
Headquarters
United States
Type
Private
Funding
Corporate Round · 2025

Open positions

17 jobs
Merit Financial Advisors
4 views 2 days ago

Operations Associate

Open 48d HybridNorth AmericaPart-timeC-level
United States

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…

Salesforce
Merit Financial Advisors
7 views 2 days ago

Client Service Manager - Manitowoc

Open 55d On-siteNorth AmericaPart-time
United States

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…

Cloud CRM Salesforce
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Merit Financial Advisors
5 views 2 days ago

Wealth Manager - Berwyn

Open 54d On-siteNorth AmericaPart-time
United States

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…

Business Development
Merit Financial Advisors
6 views 2 days ago

Manager of Onboarding And Data Analytics

NewBe an early applicant HybridNorth AmericaPart-time
United States

Leads end-to-end transitions of acquired firms' investment portfolio assets into Merit's enterprise and investment systems, coordinating between acquired-firm principals, internal teams, and outside vendors. Uses data analytics to measure transition quality, model adoption, and post-transition outcomes; requires 7+ years in wealth management or investment operations and EST/CDT hours.

Analytics Data Analytics Risk Assessment
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Merit Financial Advisors
6 views 6 days ago

Client Relationship Manager - Wilton

Open 18d On-siteNorth AmericaPart-time
United States

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…

Cloud CRM Salesforce
Sign in to see your match
Merit Financial Advisors
3 views 7 days ago

Manager of Accounting Operations

New HybridNorth AmericaPart-time
United States

Location: Alpharetta, GA (HQ); EST or CDT time zone (required) 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…

Accounts Payable Accounts Receivable Automation Data Quality ERP +3 skills
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Merit Financial Advisors
2 views 7 days ago

VP, Finance

Open 47d HybridNorth AmericaPart-timeC-level
United States

Location: Alpharetta, GA (HQ); EST or CDT time zone (required) 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…

Analytics Automation Business Intelligence Data Quality Financial Modeling +3 skills
 Sign in to see your match
Merit Financial Advisors
1 views last month

EVP of Operations

Open 54d On-siteNorth AmericaPart-time
United States

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…

AI Automation Business Intelligence Data Governance Performance Management +2 skills
 Sign in to see your match
Merit Financial Advisors
2 views 2 months ago

Senior Accountant, Revenue and Compensation

HybridNorth AmericaPart-timeSenior
United States

Location: Alpharetta, GA (HQ); EST or CDT time zone (required) 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…

Accounts Receivable Financial Reporting General Ledger Revenue Recognition
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Merit Financial Advisors
3 views 2 months ago

Manager - Treasury

Open 48d HybridNorth AmericaPart-time
United States

Location: Alpharetta, GA (HQ); EST or CDT time zone (required) 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…

Financial Reporting
Merit Financial Advisors
2 views 2 months ago

Financial Advisor - Roswell

HybridNorth AmericaPart-time
United States

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…

Business Development
Merit Financial Advisors
5 views 2 months ago

Senior Client Service Manager - Marietta

Open 54d On-siteNorth AmericaPart-timeSenior
United States

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…

Cloud CRM Salesforce
Sign in to see your match
Merit Financial Advisors
1 views 2 months ago

Financial Advisor - Seattle, WA

On-siteNorth AmericaPart-time
United States

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…

Business Development
Merit Financial Advisors
2 views 3 months ago

Financial Advisor - West Bend, WI

On-siteNorth AmericaPart-time
United States

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…

Business Development
Merit Financial Advisors
1 views 3 months ago

Financial Advisor - Southgate, MI

On-siteNorth AmericaPart-time
United States

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…

Business Development
Merit Financial Advisors
1 views 4 months ago

Financial Advisor - Atlanta

On-siteNorth AmericaPart-time
United States

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…

Business Development
Merit Financial Advisors
2 views 5 months ago

Financial Advisor- Wealth Management

On-siteNorth AmericaPart-time
United States

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…

Business Development