What are the responsibilities and job description for the Financial Advisor position at U.S. Retirement & Benefits Partners?
About Us
Kades-Margolis Corporation is a leading financial services firm providing client-focused solutions to the K-12 public education sector.
Our Mission
We empower our advisors to build meaningful relationships with clients who value financial guidance and support their success through a proven system of discovery, education, and strategic planning.
The Role
We are seeking self-motivated, client-focused, and relationship-driven Financial Advisors to join our team. As a Home Office Financial Advisor, you will:
- Support 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
We provide our advisors with exclusive access to prospective clients, competitive compensation, comprehensive training and development, company-paid licensing fees, and a full benefits package including medical, dental, and vision insurance, 401(k) plan with employer match, and flexible vacation package.
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
