Reinventing the Financial
Interested in becoming a part of the Merit team?
Few careers offer the opportunity to personally prosper and positively affect people’s lives, a career at Merit offers just that. It’s an opportunity to be in control of your career and your life while helping others work toward their financial goals and lifelong dreams. With locations throughout the Southeast, Merit has a wide variety of career opportunities available for you. No matter your role in the Merit team, you'll have access to growth opportunities–whether it's training for your current role or training for your next one. We are building a relationship with people while helping them with their financial well-being. That’s our business.
Chief Technology Officer (CTO)
We are seeking a highly-skilled CTO with an established history in the financial advisory sector, registered investment advisor (RIA) experience is a must. The CTO will work directly under the CEO and serve as a technology and business expert, guiding day-to-day operations as well as setting the future vision, strategy, and plans for growth. The ideal candidate will be a strategic thinker, effective communicator, and industry expert in technological development in the Financial Advisory sector.
The Investment Manager will serve as a critical component of the investment team, translating and presenting information to advisors and clients, and promoting the mission of Merit Financial Advisors. This position will support the research and communications aspects of the investment program and will include a range of responsibilities that are both internally and externally facing.
Client Service Manager
The Client Service Manager is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality and discretion in all business matters to complete appropriate paperwork in a professional and timely manner.
Client Service Associate
Client Service Associates maintain the highest level of confidentiality and discretion in all business matters to complete appropriate paperwork in a professional and timely manner. They also assist Client Service Managers in attending to client inquiries. This position will be located in our Davidson, NC office.