What are the responsibilities and job description for the Financial Planning Consultant position at U.S. Retirement & Benefits Partners?
Company Overview
U.S. Retirement & Benefits Partners 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 U.S. Retirement & Benefits Partners, please visit our website:
We are seeking licensed Financial Advisors to join our partner firm, Kades-Margolis Corporation, with offices located in Wayne, PA.
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
