Join the Kades-Margolis Team
If the prospect of offering financial products and services to employees of public education and their families in Pennsylvania sounds exciting, Kades-Margolis may be the place for you. We’re proud that our clients are those who educate and support our children all across the state. The services we provide include helping our clients choose retirement investments, assisting them with identifying insurance needs, and helping them understand and address their savings and finances.
If you don’t see the position you’re looking for, feel free to contact us anyway. We’re always seeking talented, creative, hard-working people like you.
Ready to Talk to Us?
Perhaps you already know Kades-Margolis or were referred here by a friend or through a job posting. While we’d love for you to take a look around, it’s not necessary if you’re ready to get started. Please reach out!
Why is our way better?
There are many financial services companies seeking hard working creatives like you. Here at Kades-Margolis, we offer a platform that allows you to work hard and be creative as a business owner. We provide infrastructure, support and access to public school employees in need of financial services. Those people will often already be familiar with what you do and why you are there. It’s anti-cold calling. Let us tell you more.
Meet the Team
We have a great team of knowledgeable financial professionals ready to help you become successful as a Kades-Margolis representative. Our team works together to help new hires learn quickly and get on a successful path.
The Kades-Margolis Team
Shawn on the Farm
Meet Shawn Anderson. Yes, he lives on a farm, right here in suburban SE Pennsylvania. Shawn was introduced to Kades-Margolis in 2010 after spending 13 years as part of the Philadelphia 76ers organization. His friend Kevin, an employee of Kades-Margolis, convinced him to change careers. Shawn notes that the communication skills he learned and practiced while a sales professional for the 76ers gave him a great head start when he transitioned to being a financial professional. Shawn feels great passion for helping people make some of the most important financial decisions of their lives.
Linda, A Happy Mom
Meet Linda Smith. Linda joined Kades-Margolis in 1991 to gain more control over her time as a working parent caring for two preschoolers. She left a career in real estate to start her financial services career that would give her more control but still allow her to work with lots of different people. Linda especially enjoys the camaraderie amongst her fellow Kades-Margolis professionals and she is proud of the innovation that she’s seen from her company.
Nick at the Beach
Meet Nick Wyzkiewicz. Nick joined Kades-Margolis in 2018 as an associate of Bob Allshouse, one of our 25+ year veterans. Nick and Bob work as a team enrolling new clients and providing services to Bob’s existing clients. Prior to joining Kades-Margolis, Nick spent his career in Ministry and Counseling, helping people live their most successful and purposeful lives. Now, as a part of Kades-Margolis, Nick thrives on providing clients with that same care in the realm of finance, investment, and wealth management.
Meet More Kades-Margolis Professionals
We only profile three of the many stories behind what we do and how we arrived at Kades-Margolis. For more professional profiles, check out our directory.
Company Leadership and Staff
All of our financial professionals are served by our company leadership, all of whom have extensive experience in financial services.
Financial Advisor - Allentown/Lehigh Area
This position will be focused on growing Kades-Margolis clients in the Allentown area.
Financial Advisor - Lancaster Area
This position will be focused on growing Kades-Margolis clients in the Lancaster area.
Financial Advisor - Washington (PA) Area
This position will be working with a Kades-Margolis veteran advisor to provide services to existing clients and grow clients in the area.
Client Service Representative - Wayne, PA
Responsible for all aspects of Client Service, including incoming calls from Advisors, clients and staff.
Operations Assistant - Wayne, PA
Support Operations, client services, and handle support assignments across various departments.
Office Assistant - Wayne, PA
Provide administrative assistance to President of Operations, support various areas and greet visitors.