What are the responsibilities and job description for the Retirement Solutions Advisor position at Daybright Financial?
Client-Focused Financial Services Firm
We are a client-focused financial services firm with over 50 years of experience providing a unique, consultative sales approach.
About Our Approach
- We prioritize client relationships over high-pressure tactics.
- We eliminate the challenge of securing qualified leads and balance time-consuming cold marketing efforts.
- We engage, educate, and help clients who want and need financial guidance with our proven system.
The Role
As a Home Office Financial Advisor, you will:
- Support our 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.
What We Offer
At Kades-Margolis, we provide our advisors with the tools, resources, and support needed to thrive:
- 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 prospecting: a proven lead generation process through strong industry relationships.
- Comprehensive training & development: systems, products, and industry best practices.
- Company-paid licensing fees & E&O insurance.
- Full benefits package, including medical, dental, vision insurance, 401(k) plan with employer match, flexible vacation package.
