What are the responsibilities and job description for the Service Advisor - Timonium, Maryloand position at Kestra Financial?
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:
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!
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
- 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
- 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
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!
Salary : $100,000 - $130,000
