Wealth Management Specialist

3 weeks ago


Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time
Career Advancement Opportunities at Melnick Rosenbaum Wealth Management

We are a leading independent advisory firm based in Timonium, Maryland. Our team is committed to delivering personalized financial strategies to individuals and businesses.

Job Responsibilities:

  • Manage client portfolios, including trading, rebalancing, and tax management
  • 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
  • Maintain and update CRM platforms (Redtail or similar)

Salary Range: A competitive salary ranging between $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities.



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