Financial Advisor / CFP - Baltimore, Maryland

Kestra Technologies; Paris; Sur place; EUR 86 438 - 112 369; Plein temps

Avantages offerts par ce poste

401k

Life, health, and disability insurance

Defined career path

Résumé du poste

Kestra Technologies is seeking a career-oriented Service Advisor in Paris, France. The role supports lead advisors in managing client portfolios and enhancing relationships. With 3-5 years of experience required, candidates should hold a CFP designation and licenses Series 7, 66 or 65.

This position offers a competitive salary between $100,000 and $130,000, alongside a comprehensive benefits package, including 401k and health insurance. A defined career path with growth opportunities is also available.

Qualifications

• 3-5 years of experience in financial services.
• CFP designation and Series 7 and 66 or 65 licenses required.
• Proficiency in financial planning software.

Responsabilités

• Develop comprehensive financial plans using eMoney.
• Prepare reports and illustrations for client meetings.
• Participate in client meetings to provide real-time support.

Connaissances

Financial planning

Client relationship management

Organizational skills

Team-oriented mindset

Formation

Bachelor’s degree

CFP designation

Outils

eMoney

CRM platforms (Redtail or similar)

MS365

Excel

Description du poste

About Us

Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com.

Role Overview

We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership.

Key Responsibilities

• Develop comprehensive financial plans using eMoney.
• Prepare reports and illustrations for client meetings.
• Participate in client meetings to provide real-time support and take notes.
• Design and manage portfolios, including trading, rebalancing, and tax management.
• Maintain and update CRM platforms (Redtail or similar).
• Create proposals and conduct product and account analysis.
• Coordinate with the service team to ensure timely and accurate task execution.
• Communicate with clients to address their needs and inquiries.

Qualifications

• 3-5 years of experience in financial services.
• CFP designation and Series 7 and 66 or 65 licenses required.
• Bachelor’s degree, preferably with a GPA above 3.3.
• Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar).
• Experience with CRM platforms (Redtail or similar), MS365, and Excel.
• Strong organizational skills, a team-oriented mindset, and a passion for financial services.

Compensation & Benefits

• Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements.
• Comprehensive benefits package including 401k, life, health, and disability insurance.
• A defined career path with growth opportunities and potential ownership potential.