Financial Advisor / CFP - Baltimore, Maryland

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 meeting...

Ready to Apply?

Submit your application today and join our talented team at Kestra Financial.

Submit Application