Financial Advisor / CFP
Kestra Financial
Financial Advisor / CFP
Kestra Financial
Independent RIA and broker/dealer services platform
Kestra Financial Independent Advisor · Baltimore, United States · — · Posted 2024-08-23
Workplace: on_site
Department: Financial Services
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!
Apply at Kestra Financial Independent Advisor
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Independent RIA and broker/dealer services platform
Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.
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