About the job
Meridian Wealth Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Meridian Wealth Advisor requires a contemporary way of thinking and doing. At Meridian Wealth Advisors, we take a comprehensive approach to financial planning that goes beyond traditional investment advice to include clients' professional lives. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
On a daily basis, our advisors:
- Identify and set appointments with potential clients
- Meet with clients to assess their financial needs
- Develop customized financial plans to address each of the clients desired goals
- Maintain strong relationship with clients, helping them track their progress over time
- Provide ongoing consultation and support
Meridian Wealth Advisors is different from other firms for many reasons, but our culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of pre-retirees with a sole focus of providing comprehensive financial planning and wealth management services to help people realize their dreams.
Some features of this position include:
- One-on-one training from seasoned leaders in the local financial planning industry
- A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
- Uncapped earning potential – advisors must be comfortable with the majority of their compensation coming from their results
- Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
- Associate’s degree in business or industry-related field
- Must obtain series 65 and 2-15 (Health and Life) and qualify to be approved to be a Financial Advisor prior to starting in office
- Must be a U.S. or Permanent Resident
- Willing to work in office
Compensation will begin after completion of required licenses and qualifications; advisors can expect competitive, results-based compensation with significant earning potential.
- Visit our website at http://www.meridianwealthfa.com
Pay: $72,220.84 - $86,975.63 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
Ability to Relocate:
- Winter Park, FL 32789: Relocate before starting work (Required)
Work Location: In person
