Merit Financial Advisors

The Regional Vice President will develop and maintain strategic partner referral programs to drive sales and support financial advisory teams. This role serves as a primary liaison for prospective clients, managing the initial stages of the financial planning and data gathering process.

The role involves supporting senior financial planners in creating and updating financial plans and generating specific planning recommendations for advisor teams. Additionally, the analyst will assist with content creation for marketing and support the transition of client data onto the firm's planning platforms.

Support senior financial planners in creating and updating financial plans and generating specific planning recommendations. Assist with content creation for marketing and provide technical support for financial planning tools to advisors.

The ESOP Trustee manages the administration and fiduciary oversight of the company's Employee Stock Ownership Plan to protect employee-owners' interests. This includes ensuring regulatory compliance with ERISA, overseeing annual valuations, and communicating plan performance to stakeholders.