Client-Focused Financial Advisor - Path to Ownership
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Melnick Rosenbaum Wealth Management in Timonium, Maryland, seeks a career-oriented Service Advisor to support the lead advisor, manage client portfolios, and strengthen client relationships. This role sits as the second level in a four-step career path with clear growth opportunities, including potential ownership.
You will develop financial plans using eMoney, prepare meeting materials, participate in client discussions, and coordinate with the service team to ensure timely, accurate work.
This position is for the Client-Focused Financial Advisor
- Path to Ownership role at Kestra Financial Independent Advisor.
Are you ready to take on the Client-Focused Financial Advisor
- Path to Ownership role at Kestra Financial Independent Advisor?
We would love to welcome a new Client-Focused Financial Advisor
- Path to Ownership to our team in Baltimore, MD, United States.
For the Client-Focused Financial Advisor
- Path to Ownership position at Kestra Financial Independent Advisor, we are reviewing applications now.
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