What are the responsibilities and job description for the K-12 Public Education Specialist position at Daybright Financial?
Home Office Financial Advisor
We are seeking a Home Office Financial Advisor to join our team at Kades-Margolis Corporation.
About the Role
- You will support our field-based advisors by engaging with new and existing clients across Pennsylvania.
- You will build relationships through discovery, education, and strategic financial planning.
- You will work with an underserved client base that truly values financial guidance.
- You will operate in a team-oriented environment while maintaining an entrepreneurial mindset.
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.
