What are the responsibilities and job description for the Retirement Solutions Expert position at Daybright Financial?
Kades-Margolis Corporation is a leading provider of financial services solutions. We are seeking highly motivated Financial Advisors to join our team as Home Office Financial Advisors.
Your key responsibilities will include:
- Engaging with new and existing clients across Pennsylvania.
- Building relationships through discovery, education, and strategic financial planning.
- Working with an underserved client base that truly values financial guidance.
- Maintaining an entrepreneurial mindset while operating in a team-oriented environment.
What We Value
- Strong interpersonal and relationship-building skills.
- Ability to engage and educate clients in financial planning discussions.
- Excellent verbal and written communication skills.
- Self-motivation and ability to work independently.
