Build a career where purpose, balance, and human connection matter.
At Meridian, we believe great financial planning begins with great people. Our business helps our clients live fuller, richer, more meaningful lives, and we want the same for our team. If you’re looking for a place where you can grow, be respected and supported, and make a real impact on clients and your community, you’re in the right place.
Our Core Values
woman walking with dog Careers - Our Values

Our core values are more than words; they are the lifeblood of how we serve and how we grow:

  • Earn long-term trusting relationships – because our clients depend on our steadiness.
  • Communicate openly, clearly, and respectfully – because transparency builds trust.
  • Create fearless, engaging, and productive experiences – because excellence is contagious.
  • Be authentic, grateful, and generous – because humanity fuels connection.
  • Stay curious and seek knowledge – because growth keeps us relevant and wise.
  • Serve our communities in a caring manner – because our impact extends beyond our walls.

By living these values, we strengthen every client relationship, grow as a firm, and fulfill our mission: to bring financial peace to the pursuit of life dreams.

Why Work at Meridian
team photo of meridian financial partners Team Photo

We take care of our clients by taking exceptional care of our team.

A Human-Centered Culture

We prioritize balance, flexibility, and wellbeing so you can do your best work AND live a full life beyond the office.

Comprehensive Benefits

We support you with competitive compensation and benefits, including:

  • Employer-supported health insurance
  • Paid disability and life insurance
  • A 3% non-elective 401(k) contribution
  • Generous PTO
  • Continuing education opportunities
  • Sabbatical eligibility every five years
  • Company-provided lunches during busy seasons
  • Volunteer-friendly flexibility

A Culture of Growth

From mentorship to certifications to professional development, we’re committed to helping our team members reach their potential.

Join Meridian Financial Partners

Meridian is more than a workplace, it’s a community built on trust, growth, and genuine care. If you’re ready to build a meaningful career with people who truly live their values, we invite you to apply with your resume and cover letter to careers@meridianfinancialpartners.com.

Open Positions

Client Service Associate


Don’t see the right fit? We’re always interested in meeting exceptional people who align with our values. Email us at careers@meridianfinancialpartners.com to introduce yourself.

CRS & ADV I DISCLOSURES