Service Advisor

3 weeks ago

Timonium, United States Kestra Financial Independent Advisor Full time
Job DescriptionJob 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.

Application Instructions:

To apply, please send your resume and a cover letter or email to Brian@melnickrosenbaum.com.

Join us and take the next step in your financial advisory career

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