What are the responsibilities and job description for the Financial Advisor position at U.S. Retirement & Benefits Partners?
Company Overview
U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website : .
We are seeking licensed Financial Advisors to join our partner firm, Kades-Margolis Corporation, with offices located in Wayne, PA.
Why join Kades-Margolis?
Join a Growing, Client-Focused Financial Services Firm - For over 50 years, Kades-Margolis has provided a unique, consultative sales approach that prioritizes client relationships over high-pressure tactics.
We eliminate the challenge – One of the biggest challenges for financial advisors is securing qualified leads while balancing time-consuming cold marketing efforts. At Kades-Margolis , our advisors work with a consistent, stable, and highly receptive client base in the K-12 public education sector.
Engage, Educate, Help - This is a rare opportunity to build meaningful relationships with clients who want and need financial guidance. Our proven system allows you to focus on securing their financial future.
Be Part of a Team That Values Your Success - At Kades-Margolis, we foster an entrepreneurial and supportive culture where financial advisors can grow and succeed. If you’re ready to take the next step in your financial advisory career with a firm that values your success.
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 also maintaining an entrepreneurial mindset
We are looking for advisors who are self-motivated, client-focused, and relationship-driven —more than just years of experience, we value a passion for helping others.
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 our 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, and vision insurance
- 401(k) plan with employer match.
- Flexible vacation package
Requirements :
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
