Financial Services Professional

1 month ago


Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time
About Us

Melnick 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 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 and other financial planning software.
• Prepare reports and illustrations for client meetings, and participate in client meetings to provide real-time support and take notes.
• Design and manage portfolios, including trading, rebalancing, and tax management, and maintain and update CRM platforms (Redtail or similar).
• Create proposals and conduct product and account analysis, and coordinate with the service team to ensure timely and accurate task execution.
• Communicate with clients to address their needs and inquiries, and provide exceptional customer service.

Qualifications

• 3-5 years of experience in financial services, with a CFP designation and Series 7 and 66 or 65 licenses required.
• Bachelor's degree, preferably with a GPA above 3.3, and proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar).
• Experience with CRM platforms (Redtail or similar), MS365, and Excel, and strong organizational skills, a team-oriented mindset, and a passion for financial services.

Compensation & Benefits

• Competitive salary ranging between $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities, and a discretionary bonus meant to share the success of the firm and individual achievements.
• Comprehensive benefits package including 401k, life, health, and disability insurance, and 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, and are seeking a driven professional ready to make a difference.

Application Instructions

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



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