Creative Specialist

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

 Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

 Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The Position:

The Creative Specialist is responsible for developing and executing high-quality, brand-aligned marketing assets that support Merit’s growth initiatives across advisor marketing, client engagement, and business development. This role blends design, content creation, and production coordination to ensure marketing strategies are brought to life efficiently and effectively.

This role will work closely with the Creative Director and Integrated Marketing team to concept, create, and deliver assets across digital, print, and event channels. In addition to design execution, you will contribute to content development and play a key role in moving projects through production—from initial concept through final delivery.

Responsibilities:

Creative C Content Development

• Design and develop high-quality marketing assets across digital and print formats, including email, social media, website graphics, presentations, and collateral.
• Contribute to content creation, including drafting copy for emails, social posts, presentations, and marketing materials.
• Translate marketing strategy and campaign objectives into compelling visual and written content.
• Ensure all creative and content aligns with brand voice, messaging, and visual identity.

Production C Execution Management

• Own the production process for assigned projects, ensuring assets move efficiently from concept to completion.
• Coordinate timelines, revisions, and approvals to ensure timely delivery of marketing materials.
• Manage multiple projects simultaneously, balancing priorities and deadlines in a fast-paced environment.
• Ensure all deliverables are accurate, on-brand, and production-ready.
• Campaign C Marketing Support
• Partner with Integrated Marketing, Growth Marketing, and Digital teams to execute campaigns across B2B, B2C, and internal communications initiatives.
• Develop and adapt creative and content for multi-channel campaigns, ensuring consistency across platforms.
• Support key initiatives including website updates, marketing automation campaigns, and sales enablement materials.
• Assist in building scalable templates and repeatable campaign assets. Advisor C Regional Marketing Support:
• Create and customize marketing materials for advisors and regional teams, including presentations, one-pagers, event materials, and client communications.
• Develop both the visual design and supporting content for advisor-facing materials.
• Ensure materials are brand-compliant, easy to use, and adaptable for local market needs.
• Support advisor and client events through development of invitations, signage, and presentation assets.

Brand Consistency Quality Control

• Uphold and reinforce Merit’s brand standards across all creative and content deliverables.
• Ensure consistency in messaging and visual identity across all audiences, including clients, prospects, advisors, and internal stakeholders.
• Review and refine materials for clarity, accuracy, and alignment with brand guidelines.
• Identify opportunities to improve templates, workflows, and production processes. Collaboration C Workflow Management:
• Collaborate closely with cross-functional teams to ensure alignment and timely execution of marketing initiatives.
• Respond to feedback and revisions efficiently and professionally.
• Contribute to improving creative and production workflows to increase team efficiency and output.

*Please note the role will vary, grow and change and is not limited to the items above

Salary + Benefits:

• Competitive, based on experience
• Medical Insurance  
• Dental/Vision Insurance   
• Life & Personal Accident Insurance 
• Short-term Disability Insurance   
• Long-term Disability Insurance  
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA  
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.

Requirements:

Requirements:

• 2–5 years of experience in marketing, design, or content production (in-house or agency)
• Strong portfolio demonstrating both visual design and content/copywriting capabilities
• Proficiency in design software including Adobe Creative Suite (InDesign, Illustrator, Photoshop, Acrobat), Canva Pro, and presentation tools (PowerPoint)
• Experience writing marketing copy across formats (email, social, presentations, web)
• Strong attention to detail and ability to manage multiple projects simultaneously
• Excellent communication and collaboration skills
•  Experience in financial services or a professional services environment is a plus