Merit Wealth Management, LLC · 5 days ago
Financial Planner / Associate Advisor
Franklin, TN
Full-time
Hybrid
Mid, Senior Level
4+ years expMerit Wealth Management is a boutique, fee-only, fiduciary-focused wealth management firm serving high-impact professionals. The role involves building and managing financial plans, trading, and systems to support the lead advisor in firm strategy and growth, with direct client exposure and significant responsibilities.
Financial ServicesInsuranceWealth Management
Hiring Manager
Jeff G.
Responsibilities
Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners
Own planning workstreams and recommendations from start to finish
Execute planning recommendations across tax, cash flow, retirement, estate, and business-owner planning considerations
Participate in and eventually lead client meetings, serving as a trusted secondary contact
Manage trading, rebalancing, and portfolio implementation aligned with client plans
Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows
Maintain strong documentation and refine processes for consistency and efficiency
Ensure clients feel supported and continuity is maintained during team transitions
Qualification
Required
Several years of experience in financial planning or wealth management, ideally supporting or working directly as an advisor
Mature, steady, and professional presence; comfortable taking ownership and responsibility
Implementation-oriented mindset (“Integrator” vs. Visionary)
Strong communication, detail orientation, and relationship focused
Preferred
Experience with business owners, physicians, dentists, or other high-income clients is a plus
CFP® certification highly preferred; candidates working toward CFP are welcome
CPA, EA, CPWA and CEPA credentials considered a strong plus
Experience with RightCapital (primary financial planning platform) preferred
Familiarity with Schwab Institutional
Familiarity with Advyzon CRM & Portfolio Management
Familiarity with Holistiplan
Familiarity with Kwanti
Familiarity with Dimensional Fund Advisors
Familiarity with Vanilla estate planning software, is a plus
Benefits
Competitive base salary
Performance incentives
Bonus
Benefits
Company
Merit Wealth Management, LLC
We specialize in helping physicians and dentists create greater value in their practice, finances and lives.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase