What are the responsibilities and job description for the Financial Advisor position at Kadima Wealth?
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 their needs. We believe trust comes from transparency.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Key Responsibilities:
- Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
- Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
- Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
- Source prospective clients and capitalize on referrals
- Deliver customized solutions and the full resources of Kadima Wealth
Engage in business development activities, including:
– Conducting warm outbound outreach to prospects and event leads.
– Following up with attendees from workshops, webinars, and networking events.
– Assisting with coordination and execution of firm-hosted events.
– Supporting marketing campaigns and outreach.
– Helping identify potential COIs and initiating introductory outreach.
Required Skills:
- Series 65/66 or ability to obtain within 6 months of on-boarding
- 1 - 3 years of financial services or sales experience preferred
- Bachelor's degree required
- Strong interpersonal and communication skills
- Demonstrated interest or experience in sales or relationship-building
- Self-starter with initiative
Desired Skills:
- Bachelor’s degree or higher strongly preferred
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Interest in pursuing the CFP® designation
- Possess excellent communication skills, both written and verbal
- Highly entrepreneurial
Compensation & Benefits
Competitive salary aligned with experience, plus incentive opportunities tied to growth and business development activity. Full benefits package provided.