Financial Advisor, Certified Financial Planner

Job overview

Compensation is $100,000–$130,000 per year. The Financial Advisor, Certified Financial Planner role is onsite in Baltimore, MD. in the listing title or feed salary field; the description states a competitive salary of $100,000–$130,000 depending on experience, credentials, and responsibilities, plus a discretionary bonus. Melnick Rosenbaum Wealth Management provides personalized financial strategies to individuals and businesses. As a Service Advisor on the firm’s four-level career path, this role supports the lead advisor and client relationships by developing financial plans, managing portfolios, preparing client materials, and coordinating service work. The position offers growth opportunities, including potential ownership participation.

What you'll do

• Develop financial plans using eMoney
• prepare reports and illustrations for client meetings
• participate in meetings and take notes
• design and manage portfolios, including trading, rebalancing, and tax management
• maintain CRM records
• create proposals and conduct product and account analysis
• coordinate service tasks
• communicate with clients.

What we're looking for

Skills & competencies

financial advisor

certified financial planner

wealth management

financial planning

portfolio management

client relationships

baltimore md

melnick rosenbaum

series 7

series 65 or 66

$100k–$130k salary stated

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), life, health, and disability insurance
• career growth opportunities and potential ownership participation.

Why this role

The description identifies a defined career path, potential ownership participation, and a discretionary bonus.

About the employer

Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.