Financial Advisor

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

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.

Why Join Us?

This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you.