Job Posting: 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 of 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 with us.

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 nor 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
• Analyze investments using Morningstar DAS

Required Experience and Qualifications:

• Relevant educational background (Finance, Accounting, or Business Administration)
• 5-10 years of client-facing professional services
• Preferred: CFP®, CPA, or CFA

Attributes:

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

About Us:

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 nearly 30 years. We service 401(k) retirement plans and provide financial planning to individuals. Please take a look around our site to learn more.