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Open nowPosted 772 days ago

Financial Advisor / CFP - Baltimore, Maryland

Workable (global search)108,016 open roles

Where
Baltimore, MD, United States
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Your applicationOpen nowFinancial Advisor / CFP - Baltimore, MarylandWorkable (global search) · Baltimore, MD, United States

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 772 days ago

Workable (global search) median: 7 days open

The posting

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:

· 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 [email protected].

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

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