For over 50 years, Kades-Margolis has provided a unique, consultative sales approach that prioritizes client relationships over high-pressure tactics. One of the biggest challenges for financial advisors is securing qualified leads while balancing time-consuming cold marketing efforts. Our advisors work with a consistent, stable, and highly receptive client base in the K-12 public education sector.

This is a rare opportunity to build meaningful relationships with clients who want and need financial guidance. We are hiring in various locations throught Pennsylvania.

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.

WE OFFER:

• 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

EXPERIENCE/SKILL REQUIREMENTS:

• 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

✔ 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

APPLY NOW!

GENERAL DESCRIPTION:

As a Client Service Representative, your role will involve engaging with clients, advisors, and carriers/vendors to address their needs, resolve issues, and ensure their satisfaction. You should have strong written and verbal communication skills, excellent problem-solving abilities, attention to detail, and a professional demeanor. It is important to project a positive, helpful, and polite attitude in all interactions.

JOB RESPONSIBILITIES:

• Engage in daily communication with clients, advisors, and staff via phone, email, mail, and in-person meetings to research and resolve requests.
• Adhere to strict security protocols when corresponding with clients.
• Process, forward, and track distributions, loans, transfers, and exchanges.
• Acquire and send blank forms to clients upon request, such as salary reduction agreements, distribution forms, loan applications, account change forms, and more.
• Obtain approvals from third-party administrators and assist advisors in securing approvals for various programs as required.
• Monitor client transfers to ensure timely delivery of funds, identifying and resolving any issues as they arise.
• Facilitate conference calls between clients and account carriers as needed to ensure that clients’ questions are answered accurately and promptly.
• Research, complete, and return any paperwork that our broker-dealer rejects due to incompleteness or errors.
• Assist with retirement incentive accounts as necessary.
• Investigate employee and employer contribution inquiries and accurately update the contribution report on a daily basis.
• Your manager may assign one-off administrative projects related to client service during slow or downtime.
• Support other customer service representatives during busy periods and serve as a backup during colleagues’ vacations.

EXPERIENCE/SKILL REQUIREMENTS:

• 2+ years of experience in customer service. Financial industry experience a plus.
• Ability to understand, identify and resolve issues.
• Excellent written and verbal communication skills.
• Extreme attention to detail and accuracy.
• Strong ability to multi-task in a fast-paced environment with exceptional organizational skills.
• Proficiency in MS Office, web-based applications, and CRM software.
• This job requires sitting for extended periods, as well as heavy use of phones and computers.

APPLY NOW!

GENERAL DESCRIPTION:

As an Advanced Support Professional, your role is to exceed expectations in meeting the needs of both advisors and clients, ensuring the highest level of professionalism and satisfaction. This role requires strong problem-solving skills, careful attention to detail, and the ability to handle multiple tasks at once in a fast paced environment. It is essential to maintain a positive, helpful, and polite demeanor in all interactions.

JOB RESPONSIBILITIES:

• Proactively reach out to your assigned advisors regularly to offer assistance with their day-to-day operations.
• Utilize and update our CRM system (Redtail) with detailed and accurate information about all client and advisor correspondence.
• Engage in daily communication with clients, advisors, and staff through phone, email, mail, or in-person meetings to research and resolve requests.
• Prioritize tasks, manage multiple projects simultaneously, and meet deadlines effectively.
• Adhere to strict security protocols when communicating with clients.
• Process, forward, and track distributions, loans, transfers, and exchanges.
• Acquire and send pre-filled forms to clients and advisors through LaserApp as requested.
• Obtain approvals from third-party administrators and assist advisors with approvals as required by various programs.
• Monitor client transfers to ensure the timely delivery of funds and identify and resolve issues as they arise.
• Conference clients with account carriers when necessary to ensure their questions are answered accurately and promptly.
• Research, complete, and return paperwork that our broker-dealer has rejected due to being incomplete or containing errors.
• Assist with retirement incentive accounts as needed.
• Research employee/employer contribution questions and accurately update the contribution report on a daily basis.
• Be a team player by assisting other client service representatives and stepping in where needed.

EXPERIENCE/SKILL REQUIREMENTS:

• We are seeking candidates with over 2 years of experience in customer service, ideally with a background in the financial industry. While a FINRA Series 6 license is preferred, it is not required.
• Candidates must demonstrate extreme professionalism, possess strong interpersonal skills, and have excellent communication abilities. The ability to multi-task in a fast-paced environment is essential.
• Attention to detail and strong organizational skills are crucial for this position.
• Proficiency in MS Office, CRM software, and web-based applications is required, and experience with financial planning software is a plus.
• Please note that this job requires sitting for extended periods and involves substantial use of phones and computers.

APPLY NOW!