Job Description
Are you a dedicated Financial Advisor looking for a role that offers the perfect work-life balance? Meridian Wealth Strategies is seeking a results-driven professional to join our dynamic team in Washington, DC. We pride ourselves on a culture of autonomy and excellence, offering a truly flexible schedule for top performers.
In this position, you will have the opportunity to shape the financial futures of high-net-worth individuals while enjoying the flexibility to manage your own time. We provide a comprehensive benefits package, including a generous commission structure, continuing education support, and a collaborative environment.
Responsibilities
- Conduct comprehensive financial needs analyses and asset allocation reviews for clients.
- Develop and implement personalized investment strategies aligned with long-term client goals.
- Build and maintain long-term relationships through exceptional client service and communication.
- Monitor market trends and adjust portfolios proactively to mitigate risk.
- Ensure full compliance with FINRA regulations, SEC rules, and internal policies.
- Prepare and present quarterly reviews and annual financial statements.
- Collaborate with the support team to streamline administrative processes.
Qualifications
- Certified Financial Planner (CFP) or Series 7 & 66 licenses required.
- Minimum of 3-5 years of experience in financial advisory services.
- Strong analytical skills with a focus on wealth management and retirement planning.
- Excellent verbal and written communication abilities for client presentations.
- Demonstrated success in meeting sales and production targets.
- Proficiency in CRM software (e.g., Salesforce, Redtail) and financial planning tools.