Client-Focused Financial Advisor - Path to Ownership

Kestra Financial Independent Advisor; Baltimore (MD); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401k

Life insurance

Health insurance

Disability insurance

Ownership potential

Job summary

Melnick Rosenbaum Wealth Management in Timonium, Maryland, seeks a career-oriented Service Advisor to support the lead advisor, manage client portfolios, and strengthen client relationships. This role sits as the second level in a four-step career path with clear growth opportunities, including potential ownership.

You will develop financial plans using eMoney, prepare meeting materials, participate in client discussions, and coordinate with the service team to ensure timely, accurate work.

Qualifications

• 3-5 years of experience in financial services.
• CFP designation and Series 7 and 66 or 65 licenses required.
• Bachelor’s degree, preferably GPA above 3.3.
• Proficiency with eMoney, Money Guide Pro and Morningstar.
• Experience with Redtail or similar CRM, MS365 and Excel.

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.

Skills

Client relations

Teamwork

Organizational skills

Education

Bachelor's degree

Tools

eMoney

Money Guide Pro

Morningstar

Redtail CRM

MS365

Excel

Job description

Melnick Rosenbaum Wealth Management in Timonium, Maryland, seeks a career-oriented Service Advisor to support the lead advisor, manage client portfolios, and strengthen client relationships. This role sits as the second level in a four-step career path with clear growth opportunities, including potential ownership.

You will develop financial plans using eMoney, prepare meeting materials, participate in client discussions, and coordinate with the service team to ensure timely, accurate work.