Merit Financial Advisors
Financial Services
Hiring now
Is Merit Financial Advisors hiring?
Yes. As of November 5, 2026, Merit Financial Advisors has 31 open roles on Metaintro. 11 were posted in the last 30 days.
Open roles
Newest first. Pay shown when the posting lists it.
- Manager of Onboarding And Data AnalyticsInvestment FinanceAlpharetta, Georgia, United States · RemoteAlpharetta, Georgia, United StatesRemote—10d ago
- Manager of Accounting OperationsFinanceAlpharetta, Georgia, United States · HybridAlpharetta, Georgia, United StatesHybrid—17d ago
- Client Relationship Manager - WiltonCustomer SupportWilton, Connecticut, United States · On-siteWilton, Connecticut, United StatesOn-site—26d ago
- Transitions SpecialistOperations ManagementAlpharetta, Georgia, United States · On-siteAlpharetta, Georgia, United StatesOn-site—Oct 1, 2026
- Operations AssociateOperations ManagementAlpharetta, Georgia, United States · HybridAlpharetta, Georgia, United StatesHybrid—Sep 24, 2026
- Client Service Manager - ManitowocCustomer SupportManitowoc, Wisconsin, United States · On-siteManitowoc, Wisconsin, United StatesOn-site—Sep 24, 2026
- Financial Advisor - Wealth ManagementFinanceChicago, Illinois, United States · On-siteChicago, Illinois, United StatesOn-site—Sep 24, 2026
- Manager - TreasuryFinanceAlpharetta, Georgia, United States · HybridAlpharetta, Georgia, United StatesHybrid—Sep 24, 2026
Hiring pattern
How fast Merit Financial Advisors is adding roles, and how they're set up.
New roles each monthRoles first posted in the month
How roles are set upShare of open roles
What their customers say
Quotes from people at Merit Financial Advisors's customers.
“I've worked with Tait for a number of years now and after having some bad experiences with prior financial planners/firms, I was reluctant to trust anyone. I was very upfront about this with Tait when we first met. After hour first meeting, I was willing to take the next steps and am very happy I did. Tait's approach, knowledge, personality, honesty and integrity restored my trust. He has helped me recover from losses and put me on a path to being able to retire when the time comes. I have recommended Tait to a number of people; some have become clients.”
“Tait Lane and the entire team at Merit have been very helpful and are very quick to respond to phone calls and emails. Willing to assist with needs.”
“Kelly is an excellent listener and cares about my family. She couples outstanding customer service with excellent financial planning and advice.”
“Tait genuinely cares and it shows. We are living in turbulent times and I appreciate Tait's calming effect when it comes to my finances.”
“Tait does a great job managing my investments and providing retirement income for me. He is easy to work with and I feel honest.”
Show 14 more quotesShow fewer
“Easy to communicate with. He takes as much time as is necessary to share his insights, and he is always available.”
“Tait is extremely knowledgeable and experienced in financial markets and strategy. He is patient and thorough in explaining information. He is very personable and is not satisfied until you are comfortable with what is transpiring. Would recommend him to anybody looking to create a financial plan.”
“Marcus has always listened to any questions or concerns I have voiced. He has taken all the time that I have needed to explain to me the market movement and what is in my best interest to do. I have a trust in Marcus and his abilities that I did not have with my two previous advisors.”
“We've already shared with several friends and family members how our initial conversations with Tait have gone, as well as our ongoing support. This has included a general free structure. Tait's availability and accessibility, the results of his reporting to us, and the documentation we received on a semi-annual basis.”
“I have explained to friends and family that Justin takes the time to get to know you and what you hope to accomplish in retirement. He asks questions to understand your risk tolerance.”
“Tait listens to you. Then, makes financial plans for you based on what he has heard, your financial status, and your projected longevity.”
“We have complete trust in Kelly, both in her knowledge and also her care for us. She is both professional and personal.”
“Tait's integrity is impeccable. He is straightforward, honest, and his commitment to being a fiduciary is stellar. He is an excellent listener, compassionate, and has a fabulous sense of humor.”
“Justin is extremely knowledgeable, friendly, easy to communicate, listens well.”
“Kelly is more than an advisor - she is a teacher and a friend.”
“My family and many friends have already took my advice and invested with Tait!”
“Justin provides a sense of stability into a sometimes-chaotic market.”
“His advise is comprehensive, he comes prepared for discussions, adaptable to changing topics/situations.”
“Knowledgeable and trustworthy. Love working with Kelly. She’s patient, knowledgeable and I simply trust her.”
Skills they ask for
Most frequent across open postings.
Most requested skills
- Microsoft Office
- Communication
- Client service
- Financial planning
- CRM systems
- Securities regulations
- Investment strategies
- Salesforce CRM
- Client relationships
- Salesforce
- Regulatory knowledge
- Account administration
Tech stack
- CMS
- WordPress
- Analytics
- Google Analytics 4
- Google Tag Manager
- CDN
- Cloudflare
- cdnjs
- Libraries
- Bootstrap
- Font Awesome
- jQuery
Company facts
- Headquarters
- Alpharetta, US
- Founded
- 1998
- Industry
- Financial Services
- Sector (NAICS)
- Finance and Insurance
- Peer
- Muthoot Fincorp
- Website
- meritfinancialadvisors.com
Roles by location
Where Merit Financial Advisors is hiring. Pick a city to see its roles.
Similar companies
Companies in the same industry as Merit Financial Advisors that are hiring now.
Questions about Merit Financial Advisors
- Is Merit Financial Advisors hiring?
- Yes. As of November 5, 2026, Merit Financial Advisors has 31 open roles on Metaintro. 11 were posted in the last 30 days. The most are in Finance (14), Customer Support (8), and Investment Finance (4).
- Where is Merit Financial Advisors hiring?
- Merit Financial Advisors is hiring in Alpharetta, Livingston, Marietta, Albany, Atlanta, and Barrington, with the most open roles in Alpharetta.
- Does Merit Financial Advisors offer remote or hybrid work?
- 31% of open roles are hybrid and 10% are remote.
- What skills does Merit Financial Advisors look for?
- Its open roles most often ask for Microsoft Office, Communication, Client service, Financial planning, and CRM systems.