
201 - 500 employees
Founded 1998
💸 Finance
🛡️ Insurance
💰 Secondary market on 2025-08
Finance • Insurance
Merit Financial Advisors is a U. S. -based SEC-registered investment advisory and wealth management firm that provides comprehensive financial planning, wealth management, retirement and tax services, and insurance planning for individuals, families and businesses. The firm positions itself as a fiduciary and offers services for life transitions (retirement, divorce, career change, widowhood), employer retirement solutions, and business succession; it reports $24. 69 billion in assets served, 26,000+ households, 350+ team members and 55+ offices (as of Jan 1, 2026). Merit emphasizes a client-focused, goals-driven investment philosophy and a tiered fee structure for advisory services.
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7
roles posted in the last 30 days
4
roles closed in the last year
Selected: 🆕 Date Added.
🕒 5 days ago
ESOP administrator supporting trustee operations, compliance, projects, travel, and communications. Merit provides financial advice and retirement services to clients across the United States.
🍑 Georgia – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
🖥️ Administration
👻 Ghost score 12%
🕒 October 29
Investment operations associate executing trades, rebalancing models, and auditing client accounts. Supporting Merit’s advisors and retirement-focused financial services operations.
🇺🇸 United States – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 12%
🕒 October 29
Manager leading client asset, data, and investment-model transitions for Merit, a retirement-focused financial services firm. Measuring transition quality, adoption, accuracy, and post-transition outcomes.
🇺🇸 United States – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🟠 Senior
🔴 Lead
📉 Data Analyst
👻 Ghost score 12%
🕒 September 9
VP Finance leading FP&A, treasury, and finance transformation at Merit Financial Advisors. Building scalable planning, reporting, liquidity, and strategic finance capabilities for growth.
🇺🇸 United States – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 25%
🕒 September 9
Senior Accountant managing revenue, compensation, reconciliations, and close activities for Merit, a financial services firm. Supporting acquisitions, audits, controls, and advisor compensation.
🇺🇸 United States – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🟠 Senior
💲 Accountant / Accounting
👻 Ghost score 25%
🕒 September 9
Treasury Manager overseeing cash forecasting, credit facilities, cap table, and shareholder finance. Supporting Merit, a financial advisory firm, with funding, diligence, and investor relations.
🇺🇸 United States – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
👔 Manager
👻 Ghost score 25%