Kadima Wealth · 19 hours ago
Financial Advisor
Schaumburg, IL
Full-time
Onsite
Mid Level
3+ years expKadima Wealth is focused on transforming the finance industry through innovative thought and creative problem solving. The Financial Advisor role involves acting as a trusted partner to Sr. Financial Advisors, managing client relationships, and supporting the growth of a wealth management practice.
Financial Services
Responsibilities
Deepen new and existing client relationships
Uncover business development opportunities
Support the growth and management of an affluent wealth management practice
Provide exceptional service, advice, and relationship management
Qualification
Required
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Strong candidates will also gain experience updating and compiling client information through our customer relationship management (CRM) tool
Openness to manage local events, as needed
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation
Paid parental leave and family building benefits
Health insurance
Company
Kadima Wealth
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase