Client-Focused Financial Advisor - Path to Ownership
Kestra Financial Independent Advisor
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. #J-18808-Ljbffr Kestra Financial Independent Advisor
Vacancy posted 4 days ago
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