What are the responsibilities and job description for the Client Success Specialist position at U.S. Retirement & Benefits Partners?
About Us
We are a leading provider of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors.
Our team is dedicated to helping individuals achieve their financial goals and securing their financial future.
Job Description
We are seeking a Financial Advisor to join our team at Kades-Margolis Corporation.
The ideal candidate will have a strong background in financial planning and be able to build relationships with clients through discovery, education, and strategic financial planning.
You will work closely with our field-based advisors to engage with new and existing clients across Pennsylvania and help them achieve their financial goals.
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
