Teams at Merit Financial Advisors

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting activity in CRM and planning systems, and maintaining knowledge of regulations, markets, and investment products.

Manage advisory billing operations for investment management, financial planning, and consulting arrangements. Responsibilities include processing fees, setting up and terminating billing accounts, calculating refunds, reconciling billing data with custodians, resolving exceptions, auditing processes, tracking receivables, supporting advisors and clients, coordinating with internal teams and vendors, updating procedures, and delivering billing training.

Oversee the company’s ESOP as a fiduciary, protecting employee-owner interests and ensuring compliance with ERISA, IRS, DOL, and applicable regulations. Responsibilities include plan administration, valuation oversight, regulatory filings, stakeholder communication, conflict resolution, transaction approval, performance reviews, and employee education. The trustee will coordinate with appraisers, recordkeepers, legal counsel, management, and other service providers while ensuring accurate share allocations, distributions, disclosures, and plan amendments.