Kestra Financial · 5 months ago
Financial Advisor / CFP - Baltimore, Maryland
Baltimore, MD
Full-time
Onsite
Mid Level
$100K/yr - $130K/yr
3+ years expMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies. They are seeking a career-oriented Service Advisor to support the lead advisor, manage client portfolios, and enhance client relationships, with a clear career path and growth opportunities.
BankingConsultingFinanceFinancial Services
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
Qualification
Required
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
Benefits
Comprehensive benefits package including 401k, life, health, and disability insurance
A defined career path with growth opportunities and potential ownership potential
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase