Financial Advisor / CFP - Baltimore, Maryland
Kestra Financial Independent Advisor(1 year ago)
About this role
A Service Advisor at Melnick Rosenbaum Wealth Management is a mid-level advisory team member who supports the lead advisor/owner in delivering personalized financial strategies and managing client relationships. The role sits on a defined career path with opportunities for advancement, including potential participation in ownership.
Required Skills
- Financial Planning
- eMoney
- Portfolio Management
- Trading
- Rebalancing
- Tax Management
- CRM
- Client Communication
- Report Preparation
- Excel
+1 more
Qualifications
- CFP
- Series 7
- Series 66
- Series 65
- Bachelor's Degree
About Kestra Financial Independent Advisor
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