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Merriman is searching for an exceptional person to join our team as a Senior Associate Financial 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 forengaging with and taking care of people and an interest in financial planning and investment management.We are a well-established and expandingwealth management firm that needs people who will grow with us, personally and professionally.     The Job  As a SeniorAssociate Financial Advisor, yourprimary roleswill be to support one or more wealth advisors and yourself with developing financial and investment recommendations for new and existing clients. You will:  - In tandem with a wealth advisor or on your own, meet with current and prospective clients to understand their financial needs, goals, and concerns and gather details about their current financial data.   - With guidance or on your own, review their financial situation and develop custom recommendationsfor their unique needs.  - Utilize portfolio analysis tools such as Morningstar and financial and tax planning software such as MoneyGuide Pro and Holistiplanto analyze their portfolio, assets, and tax picture and generate reports.   - Participate in client meetings with an advisoror on your own including presenting analyses and recommendations, answering questions, and addressing concerns.    Supporting our team of advisors and yourself 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 senior associate advisor role as a training ground for up-and-coming wealth advisors and ongoing education and professional development is a key part of the job. You will be expected to:  - Have or agree to obtain a NASSA Series 65 license as this is a requirement for the position. You must pass the exam within the first six months of employment at Merriman.   - Have already obtained the Certified Financial PlannerTM designation or something similar.  - Learn and understand our investment philosophy and become proficient at explaining it to clients and answering their questions.  - Gain a working knowledge of financial and tax planning software and tools and develop the ability to answer the most common questionsindependently.    TheCompany  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, andis 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.  - Possessa 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.  - Desire to be a lead relationship holder with new and existing clients.    Work Environment:  Merriman has offices in Seattle and Bellevue,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 $75,000 to $130,000.    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 Leaveprogram   - 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!   

Merriman is searching for an exceptional person to join our team as an Associate Financial 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 forengaging with and taking care of people and an interest in financial planning and investment management.We are a well-established and expandingwealth management firm that needs people who will grow with us, personally and professionally.     The Job  As anAssociate Financial Advisor, yourprimary rolewill 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 recommendationfor 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 advisorincluding 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 Financial 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     TheCompany  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 moneybut 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, andis 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  - Possessa 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.     Work Environment:  Merriman has offices in Seattle and Bellevue,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 $68,000 to $115,000    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!   

Merriman is searching for an exceptional person to join our team as a Client Services Associate. The person filling this position will work as an integral team member, working directly with our clients and our financial advisors to make sure all the details of client accounts are implemented properly and with efficiency. Your previous industry-relevant experience is a vital component to our success. 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 Overview: You will be a critical part of our team, working directly with our clients and our financial advisors to make sure all the details of client accounts are implemented properly and with efficiency. Your previous industry-relevant experience is a vital component to our success.   This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team.  Elements of responsibilities include processing account openings, closures, transfers, and distributions according to government regulations and company policies.  You will be expected to answer and prioritize telephone calls, emails, daily account maintenance and other administrative support tasks.    You will need to comprehend the details of our investment strategies, our proprietary investment process, investment products and programs, and the asset allocation tools that we use.   At Merriman Wealth Management we work as a team, which includes supporting each other and lending a hand. It is not uncommon to utilize your skills and talents in other departments to work on projects and short-term tasks that need assistance.   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.    Qualifications Candidates who want to be considered for this job would ideally have 3+ years previous experience providing Client service in the financial services industry. They are comfortable dealing with information that is sensitive, personal, and confidential. Other essential attributes include accuracy, good judgment, tact, reliability, trustworthiness, professional poise, excellent communication skills, the ability to work under stress and deal with clients who are under stress. Our client services associates are familiar with financial markets and personal finance issues in general.    Work Environment: Merriman has offices in Seattle and Bellevue, Washington and Eugene, Oregon. This position is in our Bellevue office. 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 non-exempt, salaried position with an annual bonus opportunity.   The salary range for this position is $51,000- $86,000 annually.   We also offer a competitive benefits package which includes but is not limited to: - 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 with employer contributions - Life and short- and long-term disability insurance - Paid 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.   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!

Merriman is searching for an exceptional person to join our team as a Wealth Advisor. The person who fills this position will have an opportunity to serve clients, utilize their technical expertise, and contribute to the growth of 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 clients, strong technical knowledge, is interested in helping the firm bring our wealth management process to more clients and will make Merriman an amazing place to work. We are a well-established and expanding wealth management firm that needs people who will grow with us, personally and professionally.   The Job As a new Wealth Advisor, your role will be taking care of current clients and turning them into raving fans, successfully shepherding prospects from interested lead to onboarded client, and taking an active role in continuing to grow your own skills and knowledge as well as that of your teammates. You will work with clients to help them understand and achieve their financial goals both independently and in collaboration with senior advisors. This work will involve:   - Meeting with clients on a regular basis to talk about changes in the financial situation, to answer their questions, and to review their investment performance - Performing ongoing financial planning for them including cash flow, income, tax, estate, and charitable giving - Interfacing with their professional team of accountant(s), attorney(s), and insurance professionals - Collaborating with the Research department to discuss and customize their investments   Bringing the benefits of our wealth management process to more clients and increasing the scope and depth of our services is an important part of the role. You will be expected to:   - Actively seek referrals from current clients and COIs - Develop and maintain a professional network in areas such as estate and tax planning - Research and create articles, blog posts, and videos on financial planning topics   Wealth advisors are developing leaders in the firm and help embody our values including:   - Mentoring and supporting the development of their client service and associate team members - Actively working to improve and expand the financial planning services that we offer clients and expanding their professional knowledge - Being active in the community and being of service to those around them   You will need to comprehend the details of our investment strategies, our proprietary investment process, investment products and programs, and the asset allocation tools that we use. You will be responsible for providing trade instructions for your clients’ accounts as well as cultivating relationships with professionals to serve on networking teams.   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 $3.5 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 $1M 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, is a great team player and collaborator. The candidate must have previous experience providing financial advice in the financial services industry and a Certified Financial Planner CFP® designation. The ideal candidate would have at least 5 years of experience in the financial services industry.   Candidates applying should have demonstrated the following attributes: - Solid technical knowledge of financial planning - Knowledge of and ability to follow, learn, and use businesses processes and software - Demonstrated ability to deliver exceptional client service - Excellent listening skills and emotional intelligence - Professional poise, patience, understanding and tact especially when working with clients who are under stress - Strong desire and ability to work in a collaborative team environment - Ability to balance and prioritize among multiple projects - Outstanding oral and written communication skills - High self-motivation and a commitment to continuously learning and growing 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 and Bellevue, Washington and Eugene, Oregon. We are looking to fill a position in our Seattle or Bellevue office. 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 $110,000 to $170,000.     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!