
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.
Selected: 🆕 Date Added.
🕒 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 12%
🕒 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 12%
🕒 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 12%
🕒 August 21
Investment operations associate trading and rebalancing client portfolios for Merit, a retirement-focused financial services firm. Supporting advisors with investment operations, audits, and trading analysis.
🇺🇸 United States – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 13%
🕒 August 20
Advisory Billing Manager processing client fees, terminations, and reconciliations for Merit, a financial advisory firm. Collaborating across operations, technology, finance, compliance, advisors, custodians, and vendors.
🇺🇸 United States – Remote
💰 Secondary market on 2025-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
📊 Billing Specialist
👻 Ghost score 14%