Wealth Advisor – Banking Channel

🔥 2 hours ago

☕ Washington – Remote

☕ Washington – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Advisor

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Merit Financial Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1998

💸 Finance

🛡️ Insurance

🔥 Funding within the last year

💰 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.

📋 Description

• Serve as the primary wealth management representative within assigned bank markets. • Build and deepen relationships with retail, commercial, mortgage, and treasury teams. • Align wealth strategies with the bank’s deposit retention, lending growth, and client acquisition initiatives. • Conduct internal training and education sessions to enhance referral quality and financial literacy. • Act as a strategic growth partner to bank leadership. • Lead consultative discovery meetings with mass affluent, HNW, and UHNW clients. • Deliver comprehensive financial planning strategies encompassing: • Investment management • Retirement income design • Tax-aware planning • Estate and legacy coordination • Business succession and liquidity planning • Risk management solutions • Translate complex financial strategies into actionable, client-centered solutions. • Guide clients through proposal presentation, onboarding, and implementation. • Coordinate internal specialists to deliver a seamless, white-glove client experience. • Drive organic growth through internal bank referrals and strategic community relationships. • Develop centers of influence connected to bank ecosystems (CPAs, attorneys, business advisors). • Maintain disciplined pipeline management from introduction to close. • Operate with a long-term relationship mindset rather than transactional focus. • Deliver financial literacy workshops for bank clients and employees. • Represent Merit and partner banks in community-facing events.

🎯 Requirements

• 5+ years of experience in affluent/private wealth management or high-net-worth bank advisory. • Experience working within or alongside banking institutions preferred. • Bachelor’s degree in finance, Business, Economics, or related field or equivalent work experience. • Series 65 or Series 7 & 66 – preferred. • Established success serving HNW/UHNW clients. • Strong relationship-building skills across internal bank stakeholders. • Holistic planning expertise beyond investment management alone. • Ability to operate independently with an ownership mentality. • Strategic thinking aligned to bank growth objectives. • Advanced communication skills with executive presence. • Comfort wearing multiple hats within a growth-oriented platform. • Ability to understand banking terminology and balance sheet dynamics while thinking holistically.

🏖️ Benefits

• Medical Insurance • Dental/Vision Insurance • Life & Personal Accident Insurance • Short-term Disability Insurance • Long-term Disability Insurance • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA • 401(k) Plan with company matching • Paid Time Off (PTO) and paid holidays