Apply on Employer Site

Merit Financial Advisors · 8 hours ago

Data Engineer

Alpharetta, GA

Full-time

Onsite

Mid Level

$75K/yr - $130K/yr

3+ years exp

Merit Financial Advisors is focused on technology and data modernization, and they are seeking a Data Engineer to contribute to building data pipelines and infrastructure. This role involves unifying data from various sources to enhance analytics, reporting, and compliance across the firm.

FinanceWellnessFinancial ServicesRetirementWealth Management

Responsibilities

Design, build, and maintain scalable ETL/ELT pipelines to collect and process data from custodians, planning platforms (Orion, eMoney, Tamarac), CRM systems (Salesforce), and internal systems

Ensure the accuracy, timeliness, and consistency of data across platforms

Collaborate with product, compliance, operations, and investment teams to deliver actionable insights through data solutions

Implement and maintain data models, warehouses, and APIs supporting reporting, analytics, and compliance audits

Partner with compliance to enforce data governance, privacy, and retention standards in accordance with SEC and industry requirements

Automate recurring data tasks and develop monitoring tools to ensure pipeline health

Support ad hoc data analysis and reporting requests

Qualification

ETL/ELT pipelinesSQLData modelingAPIsData governanceCloud data platformsWorkflow automationFinancial services experienceProblem-solvingCommunication skills

Required

Experience designing and maintaining ETL/ELT pipelines

Proficiency with SQL and modern data stack tools

Experience with APIs, data modeling, and warehouse architectures

Strong understanding of data governance and compliance requirements

Excellent problemsolving and communication skills

Preferred

Experience in financial services or regulated industries

Familiarity with cloud data platforms and workflow automation

Experience supporting crossfunctional analytics and reporting teams

Company

Merit Financial Advisors

Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness, and financial planning.

Founded in 2012

Alpharetta, Georgia, USA

201-500 employees

https://www.meritfinancialadvisors.com

Funding

Current Stage

Growth Stage

Total Funding

unknown

Key Investors

Constellation Wealth Capital

2025-07-07Secondary Market

2021-01-11Private Equity

Leadership Team

Joy D. Kirsch, CFP, CeFT

CFO of Life Changing Events at Merit Financial

Mike Mitchell

Chief Financial Officer

Recent News

PR Newswire

Merit Financial Advisors Partners with TL Financial Group and Establishes First Office in Michigan

2026-02-03

Investment News

Merit continues M&A spree, expands into ‘comeback city’ Detroit with TL Financial acquisition

2026-02-03

Private Banker International

Merit Financial Advisors buys SSC Wealth

2026-01-22

Company data provided by crunchbase