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

Created: 2024-11-05