Financial Advisor / CFP - Baltimore, Maryland

Job Description

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 :

Compensation & Benefits :

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 Brian@melnickrosenbaum.com.

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