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Job Locations US-WA-Bellevue
Posted Date 1 month ago(12/23/2022 2:02 PM)
Wealth Management Internship - Summer 2023   Merriman is searching for an exceptional person to join our team as an Associate Advisor/Wealth Advisor Intern. The person filling this position will work as an integral team member with one or more wealth and associate advisors to empower our clients to live fully by helping them with all aspects of their financial lives. The position provides an opportunity to explore the skills necessary to be a successful associate/wealth advisor in a thriving wealth management firm. We are highly selective in choosing team members and seek a unique individual who has a driving passion for engaging with and taking care of people and an interest in financial planning and investment management.   The Role As an Intern, your primary role will be to support one or more advisors with developing financial and investment recommendations for new and existing clients. You will: - In tandem with an advisor, meet with current and prospective clients to understand their financial needs, goals, and concerns and gather details about their current financial data - With guidance, review their financial situation and develop a custom recommendation for their unique needs - Utilize portfolio analysis tools such as Morningstar and financial planning software such as MoneyGuide Pro to analyze their portfolio and assets and generate reports - Participate in client meetings with an advisor - Complete a Capstone Project   Other projects may include writing blog posts, attending networking events, or other tasks as assigned. The internship also focuses on learning from other departments and producing related projects.   We view the Internship role as a training ground for future advisors. You can expect to: - Learn and understand our investment philosophy and how we communicate it to clients - Gain a working knowledge of financial planning software and tools - Exposure to common client questions and their responses - Learn about various departments and their role in serving clients   The Company We opened our doors in 1983 and quickly learned that wealth management is not just about managing money. It’s about helping people the way we would want to be helped.   Today we manage approximately $3.6 billion in investments in four locations around the Pacific Northwest, giving ongoing advice to thousands of clients across the country. We seek to provide comprehensive financial planning and investment management to anyone seeking professional advice on one of the most important aspects of their lives. We were founded on the principle that everyone deserves transparent, unbiased advice that is best for them at a cost that they can afford. We continue to strive to provide that every day in serving a wide range of clients from mid-career professionals to retirees with assets from $250,000 to >$20M who share our belief that everyone deserves to live fully.     Candidate Qualifications First and foremost, we are seeking a candidate who loves working with people, is analytical and detail-oriented, and is a great team player and collaborator. Pursuing a bachelor’s degree or higher with preferred coursework in financial planning, accounting, business, economics, psychology or other related areas.   The ideal candidate would have the following attributes: - Only college seniors or recent college graduates will be considered - Comfortable dealing with information that is sensitive, personal, and confidential - Demonstrate professional poise, patience, understanding, and tact especially when working with clients who are under stress - Ability to balance and prioritize among multiple projects - Highly self-motivated and intellectually curious   Work Environment The job is in Bellevue, Washington. Normal hours are 7 a.m. to 4 p.m. Monday through Friday. You may be invited to occasionally attend a client or company event outside of normal business hours.   This position is in a high-rise office environment.  The position requires sitting, standing, and mobility throughout the office.  The ability to use common office products (phone, fax, PC and related software) is necessary to perform this job. The ability to communicate clearly and professionally is vital. The Company requires full COVID-19 vaccination as a pre-requisite to performing the position you are applying for, unless a legally recognized medical or religious exemption applies (in which case there are COVID testing and masking requirements for the exempted employees).  The Company is an equal opportunity employer and will provide reasonable accommodation to those unable to be vaccinated where it is not an undue hardship to the Company to do so as provided under federal, state, and local law. The rewards We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges. The internship is paid. The hourly rate of compensation will be between $15/hr and $19/hr. The start date is dependent on the candidate’s academic schedule and will last 10-12 weeks.   We also offer a competitive benefits package which includes: - 100% of the employee’s medical, dental, and vision premiums are covered by the employer - An HSA account is provided to those who enroll in medical insurance. The company makes contributions per pay period. - Life and short- and long-term disability insurance - A generous Paid Time Off and Paid Sick Leave Program - 401(k) with a 6% match - We offer nine (9) paid holidays: New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Independence Day, Juneteenth, Labor Day, Thanksgiving Day, and Christmas Day.   To apply, please visit our website at www.merriman.com/jobs where you will be prompted to complete our online application process.  We are accepting applications and resumes now, and we will follow-up starting the beginning of February.   We look forward to hearing from you! 
Job ID
2022-1099
Job Locations US-WA-Seattle
Posted Date 1 month ago(12/22/2022 4:42 PM)
Associate Financial Advisor   Merriman is searching for an exceptional person to join our team as an Associate Advisor. The person filling this position will work as an integral team member with one or more advisors and client service associates to empower our clients to live fully by helping them with all aspects of their financial lives. The associate advisor position provides an opportunity to have an immediate impact on clients while also developing the skills needed to be a lead advisor and partner in the firm. We are highly selective in choosing team members and seek a unique individual who has a driving passion for engaging with and taking care of people and an interest in financial planning and investment management. We are a well-established and expanding wealth management firm that needs people who will grow with us, personally and professionally.   The Job As an Associate Advisor, your primary role will be to support one or more wealth advisors with developing financial and investment recommendations for new and existing clients. You will: - In tandem with a wealth advisor, meet with current and prospective clients to understand their financial needs, goals, and concerns and gather details about their current financial data - With guidance, review their financial situation and develop a custom recommendation for their unique needs - Utilize portfolio analysis tools such as Morningstar and financial planning software such as MoneyGuide Pro to analyze their portfolio and assets and generate reports - Participate in client meetings with an advisor including presenting analyses and recommendations, answering questions, and addressing concerns   Supporting our team of advisors in bringing the benefits of our wealth management process to more clients is also an important part of the role. This support may involve: - Attending events such as dinners, retirement parties, and educational events and interacting with prospective clients to answer questions and talk about Merriman - Researching and creating articles, blog posts, and videos on financial planning topics - Producing educational presentation materials for use by advisors and other employees   We view the associate advisor role as a training ground for future wealth advisors and ongoing education and professional development is a key part of the job. You will be expected to: - Study for and make steady progress towards obtaining their Certified Financial Planner designation - Learn and understand our investment philosophy and become proficient at explaining it to clients and answering their questions - Gain a working knowledge of financial planning software and tools and develop the ability to answer the most common questions independently     The Company We opened our doors in 1983 and since then we have become an established firm of intellectually curious, motivated people that combine technical expertise with compassion and empathy. We are financial educators and life advisors with a fresh approach to wealth management who support clients throughout their entire journey.   We believe true wealth is not just accumulating money but enabling clients and those they care about to live a fuller life. Our advisors are trained to understand the relationship between money, the control it gives clients over how they spend their time, and the powerful and universal influence that has on their happiness. We have proven investment expertise and the empathy to understand and support client needs. We are passionate about educating clients about our investment strategy and showing them how it will enable them to live life more fully.   Candidate Qualifications First and foremost, we are seeking a candidate who loves working with people, is analytical and detail-oriented, and is a great team player and collaborator. A Bachelor’s degree or higher with coursework in financial planning, accounting, business, economics, psychology, or other related areas is required.   The ideal candidate would have the following attributes: - Committed to exceptional client service - Comfortable dealing with information that is sensitive, personal, and confidential - Show good judgment, reliability, and trustworthiness - Demonstrate professional poise, patience, understanding, and tact especially when working with clients who are under stress - Possess a strong desire to continuously learn and grow - Have experience working in a team environment - Ability to balance and prioritize among multiple projects - Outstanding oral and written communication skills - Highly self-motivated and intellectually curious A NASD series 65 license is required for this position. You must pass the exam within the first six months of employment at Merriman. The Company requires full COVID-19 vaccination as a pre-requisite to performing the position you are applying for, unless a legally recognized medical or religious exemption applies (in which case there are COVID testing and masking requirements for the exempted employees).  The Company is an equal opportunity employer and will provide reasonable accommodation to those unable to be vaccinated where it is not an undue hardship to the Company to do so as provided under federal, state, and local law. Work Environment: Merriman has offices in Seattle, Bellevue, and Spokane, Washington and Eugene, Oregon. Normal hours are 7 a.m. to 4 p.m. Monday through Friday. We expect the newly hired employee to work in the office for the first 3- to 6-months of employment. After the initial onboarding period, we typically allow client-facing employees in good standing to work remotely up to 3 days per week. You may be asked to occasionally attend a client event outside of normal business hours.   This position works in a high-rise office environment.  The position requires sitting, standing, and mobility throughout the office.  The ability to use common office products (phone, fax, PC and related software) is necessary to perform this job. The ability to communicate clearly and professionally is vital.     The Rewards We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges. This is a salaried position with an annual bonus opportunity.   The salary range for this position is $70,000 to $115,000 annually.   We also offer a competitive benefits package which includes: - 100% of the employee’s medical/dental/vision premiums are covered by the employer - An HSA account is provided to those who enroll in medical insurance - Life and short- and long-term disability insurance - Parental leave - A generous Paid Time Off and Paid Sick Leave program - 401(k) plan with a 6% match - Paid volunteer time - We offer nine (9) paid holidays: New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Independence Day, Juneteenth, Labor Day, Thanksgiving Day, and Christmas Day. - Health and wellness benefit: we reimburse gym memberships fees up to $70.00 per month.   As a result of the environment, we strive to create for our staff, our employee turnover is very low.    To apply, please visit our website at www.merriman.com/jobs where you will be prompted to complete our online application process.   We look forward to hearing from you! 
Job ID
2022-1098