What are the responsibilities and job description for the Financial Advisor position at Daybright Financial?
Company Overview
At Kades-Margolis Corporation, a partner firm of Daybright, one of the largest independently owned insurance brokerage firms in the country, we are seeking licensed Financial Advisors to join our team.
Why Work with Us?
We offer a unique opportunity to build meaningful relationships with clients who value financial guidance. Our proven system allows you to focus on securing their financial future and prioritize client relationships over high-pressure tactics.
The Role
As a Home Office Financial Advisor, you will:
Support field-based advisors by engaging with new and existing clients across Pennsylvania
Build relationships through discovery, education, and strategic financial planning
Work with an underserved client base that truly values financial guidance
Operate in a team-oriented environment while maintaining an entrepreneurial mindset
We are looking for advisors who are self-motivated, client-focused, and relationship-driven, with a passion for helping others.
What We Offer
We provide our advisors with the tools, resources, and support needed to thrive, including:
Exclusive Access to prospective clients within the K-12 public education market
Opportunity to work with existing client relationships while growing your book of business
Competitive Compensation: Base salary performance-based bonuses career growth opportunities
Affinity Prospectings: A proven lead generation process through strong industry relationships
Comprehensive Training & Development: Systems, products, and industry best practices
Benefits Package, including medical, dental, and vision insurance, 401(k) plan with employer match, flexible vacation package, company-paid licensing fees & E&O insurance, and more.
Requirements:
Minimum of 1 year of client-facing financial services experience
FINRA Series 6 or 7 and 63, 65, or 66 licenses
PA Life & Health Insurance License, required
Key Qualifications:
Strong interpersonal and relationship-building skills
Ability to engage and educate clients in financial planning discussions
Excellent verbal and written communication skills
Self-motivated with the ability to work independently
Proficiency in CRM systems for tracking client interactions
