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Financial Advisor: Service Leader Ownership Path
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-01-07
Listing for:
Kestra Financial Independent Advisor
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant -
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading independent advisory firm in Maryland is seeking a Service Advisor to support the lead advisor, manage client portfolios, and enhance client relationships. The role requires 3-5 years of financial services experience, CFP designation, and proficiency in eMoney and CRM platforms. This position offers a competitive salary between $100,000 and $130,000, a comprehensive benefits package, and a defined career path with growth opportunities.
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