Financial Advisor / CFP - Baltimore, Maryland

Kestra Financial

Baltimore, MDJob$100–130K/yrPosted 7mo agoSeen in employer's feed 3 days ago

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At a glance

Compensation

$100–130K/yr

Location

Baltimore, MD

Work Authorization

Not specified

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Requirements

Credentials this posting asks for.

CFP DesignationSeries 7 LicenseSeries 66 Or 65 LicensesBachelor's degree

Job overview

Kestra Financial is hiring a Financial Advisor / CFP - Baltimore, Maryland. Melnick Rosenbaum Wealth Management is seeking a career-oriented Service Advisor to join their team in Timonium, Maryland. This role is the second of four levels in their career path, supporting the lead advisor/owner, managing client portfolios, and enhancing client relationships. The position offers growth opportunities, including potential ownership participation, within a collaborative, client-centric environment.

Key focus areas include Develop comprehensive financial plans using eMoney, Prepare reports and illustrations for client meetings, and Participate in client meetings to provide real-time support and take notes.

Successful candidates bring 3-5 Years Financial Services Experience, CFP Designation, and Series 7 License. Important skills include eMoney, Redtail, MS365, Excel, Financial Planning Software, and CRM Platforms.

Skills & qualifications

RequiredNice to have

Skills

eMoneyRedtailMS365ExcelFinancial Planning SoftwareCRM PlatformsOrganizational SkillsTeam-Oriented MindsetPassion for Financial ServicesMoney Guide ProMorningstar

Qualifications

3-5 Years of Experience in Financial ServicesCFP DesignationSeries 7 LicenseSeries 66 or 65 LicensesBachelor's DegreeGPA Above 3.3

Benefits

401(k) Match

Medical Insurance

Full 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.

Application Instructions:

To apply, please send your resume and a cover letter or email to [email protected].

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

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