Financial Advisor

3 weeks ago


Baltimore, United States Kestra Financial Full time

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



  • Baltimore, Maryland, United States Thompson Financial Group Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team at Thompson Financial Group. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Responsibilities:Develop and implement customized financial plans for clients based on their...


  • Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in the United States, 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.Role OverviewWe are...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAt Thompson Financial Group, we're seeking a skilled and experienced financial advisor to join our team. As a financial advisor with our firm, you'll have the opportunity to work with a wide range of clients, providing customized solutions to meet their unique needs.Key Responsibilities:Prospect and network to...


  • Baltimore, United States Buttonwood Financial Advisors Full time

    Benefits: Monthly stipend for medical, dental, and vision premiums Short-term and long-term disability insurance coverage 401(k) with automatic 5% employer contribution Employer paid professional development and CE Paid time off for both vacation and personal needs Paid New York Stock Exchange holidays Flexible parental leave for 12 weeks in your child’s...

  • Financial Advisor

    2 months ago


    Baltimore, United States Thrivent Full time

    Job DescriptionJob DescriptionMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions...


  • Baltimore, United States Thompson Financial Group Full time

    Are you an experienced registered Financial Advisor seeking growth opportunities in Baltimore, MD, US? Expand your practice by tailoring solutions for clients uniquely. Benefit from an open architecture investment platform and an innovative independence model that offers freedom and support. Enjoy competitive grid payouts with low expenses to build a book of...


  • Baltimore, United States Thompson Financial Group Full time

    Seeking a seasoned CRIA Financial Advisor in Baltimore, MD, US. Are you looking to grow your production and have more control over your business? Customize solutions for clients with a unique approach. Open architecture investment platform available. Innovative independence model for supported freedom. Competitive payouts with covered overhead costs. Growth...

  • Financial Aid Advisor

    4 weeks ago


    Baltimore, United States All State Career School Full time

    POSITION OBJECTIVE: The Financial Aid Advisor is responsible for assisting students to correctly complete applications for federal, state, and local student financial assistance programs. The Financial Aid Advisor must also accurately maintain paper files and computer records required by Education Affiliates standards and by government/agency regulations. ...


  • Baltimore, United States Truist Financial Corporation Full time

    Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both intern Trust, Business Development, Advisor, Financial Planning, Wealth Advisor, Senior, Banking


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job Title: Senior CRIA Financial AdvisorJob Summary:We are seeking a seasoned CRIA Financial Advisor to join our team at Thompson Financial Group. As a Senior CRIA Financial Advisor, you will be responsible for providing comprehensive financial planning and advisory services to our clients.Key Responsibilities:• Prospect and network to cultivate a book of...


  • Baltimore, Maryland, United States Buttonwood Financial Advisors Full time

    Job OverviewAs a Senior Financial Planner at Buttonwood Financial Advisors, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial planning and investment advice to individuals and families.Key Responsibilities:Client Service Develop and maintain strong relationships...


  • Baltimore, Maryland, United States Farther LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorFarther, a rapidly growing RIA, is seeking a seasoned financial advisor to join its collaborative team. As a Senior Financial Advisor at Farther, you will have the autonomy to build a client-first business with cutting-edge tools. Your primary responsibility will be to identify prospect needs, communicate...

  • Financial Aid Advisor

    2 months ago


    Baltimore, United States InsideHigherEd Full time

    Responsibilities and DutiesProcess financial aid for 25-30% of aid recipients. This includes but is not limited to:Award applicants with federal, state, and institutional awards in accordance with student eligibility and institutional policy.Verify financial aid applications using federal tax transcripts, verifications forms, etc.Determine eligibility for...

  • Investment Strategist

    1 month ago


    Baltimore, Maryland, United States Thompson Financial Group Full time

    Investment Specialist OpportunityThompson Financial Group is seeking a seasoned investment specialist to join our team. As a key member of our wealth management team, you will be responsible for promoting investment products, collaborating with advisors, and nurturing your own book of business.Responsibilities:Develop and implement investment strategies for...


  • Baltimore, Maryland, United States Yellow Arrow Publishing Full time

    At Yellow Arrow Publishing, we are seeking a dedicated individual to join our Board of Directors as a Strategic Governance Advisor. This volunteer role requires a passion for our mission and a commitment to contributing to our organization's success.Key Responsibilities:Support the growth and sustainability of Yellow Arrow Publishing by attending regular...


  • Baltimore, United States Atlantic, Hall, and Russel Full time

    Job DescriptionJob DescriptionPosition Title: Automotive Service Advisor/Writer- HeritageLocation: Baltimore, MDTime type: Full timeReq. ID: R11532Description: Job DescriptionMileOne’s Heritage division in Baltimore is GROWING and EXPANDING which is great news for you! Looking to make a career change in the right direction? Our dedicated management...


  • Baltimore, United States Atlantic, Hall, and Russel Full time

    Position Title: Automotive Service Advisor/Writer- HeritageLocation: Baltimore, MDTime type: Full timeReq. ID: R11532Description: Job DescriptionMileOnes Heritage division in Baltimore is GROWING and EXPANDING which is great news for you! Looking to make a career change in the right direction? Our dedicated management staff is here to give you the tools...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job DescriptionAs a Disability Insurance Sales Specialist at Thompson Financial Group, you will play a crucial role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced professional to join our team and contribute to our mission of providing comprehensive financial planning and risk management solutions.Key...


  • Baltimore, Maryland, United States Marketwise Solutions Inc Full time

    Job Summary:The Senior Accountant will play a key role in ensuring the accuracy and completeness of financial reports and records. This individual will be responsible for planning and monitoring the completion of book close processes and financial reports in a deadline-focused environment. They will also be responsible for ensuring that issues are escalated...


  • Baltimore, Maryland, United States PNC Financial Services Group Full time

    Job SummaryWe are seeking a seasoned Strategic Wealth Management Consultant to join our team in Baltimore, MD.About the RoleThis is an exciting opportunity for a Senior Investment Advisor to manage client accounts, provide expert advice, and grow assets under management. As a key member of our team, you will be responsible for delivering exceptional client...