Position:

Director of Investments We are searching for a qualified and experienced team member to provide investment insights while directly serving clients in the areas of portfolio management, financial planning, tax planning and estate planning. Meridian Trust works in a team environment to serve clients in all financial aspects of their lives. The ideal candidate will have at least five years' experience working as an investment advisor, RIA, financial planner, tax advisor, trust officer, or banker. Our current Chief Investment Officer is retiring after 26 years. This position works directly with the Director of Client Services to align our firm's overall investment strategy with the client's financial goals. We do not sell products or collect commissions.

Job Duties:

• Collaborate with team members to best serve the client
• Participate and conduct in-person client meetings
• Evaluate and prepare Financial Planning recommendations using eMoney
• Evaluate tax returns while providing insights and recommendations using Holistiplan
• Manage client investment accounts using Black Diamond
• Investment Analysis using

Morningstar DAS Required Experience and Qualifications:

• Relevant Educational Background (Finance, Accounting or Business Administration)
• 5-10 years client facing professional experience

Preferred:

CFP®,

CPA, or CFA Attributes:

• High morals and respect for others
• Keen attention to detail
• Ability to adapt and integrate new technology quickly

About Us:

Meridian Trust & Investment Company is a locally owned trust company with $1.5B assets under management. At Meridian we consider each other family, and we extend that depth of care and commitment to our clients. We are an employee-owned company that has been operating in Knoxville, Tennessee, for over 25 years. We service 401(k) retirement plans and provide financial planning to individuals. Please visit our website at www.trustmeridian.com

Pay:

From $140,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Paid time off Retirement plan

Work Location:

In person