Senior Wealth Advisor – Client & Growth Focus. Kadima Wealth. is a fast-growing independent advisory firm focused on deeply personalized planning and long-term client relationships. We’re seeking an experienced advisor who wants greater autonomy, fewer platform constraints, and the opportunity to do more meaningful planning—while stepping into established client relationships and contributing to intentional growth. The Role. This role is ideal fo...
Job Description. Kadima Wealth is a provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Kadima help clients pursue the life they envision through a personal relationship with their advisory team committed to thei...
