Financial Advisor

Kadima Wealth is seeking a licensed Financial Advisor to support a growth and business-development mission built around direct client advice and disciplined investment management. The role is onsite in Schaumburg, IL and centers on prospecting, converting opportunities, and building durable client relationships, with firm resources available to help you execute.

Working in partnership with Kadima’s client-service, operational, technology, and investment support, you will take primary responsibility for originating relationships and turning qualified conversations into new assets and revenue.

What you will do

• Build and execute a personal business-development plan using professional referrals, community relationships, networking, events, digital outreach, and other appropriate channels.
• Generate qualified prospect conversations rather than relying exclusively on firm-assigned leads.
• Convert both self-generated and firm-supported opportunities by leading discovery meetings, presenting recommendations, addressing objections, and asking for the business.
• Develop trusted relationships with individuals, families, executives, business owners, and other qualified prospects.
• Serve as the primary advisor for relationships you originate, supported by Kadima’s client-service, operational, technology, and investment resources.
• Maintain disciplined follow-up, accurate CRM records, and clear accountability for activity, pipeline, conversion, new assets, and new revenue.
• Help strengthen Kadima’s referral network, market presence, and a repeatable approach to growth.

Licenses and eligibility

• Current Series 65, or current Series 7 and Series 66, with the ability to become registered promptly as an investment adviser representative through the firm’s platform.
• Ability to pass all required background, registration, and firm reviews.

What you bring

• Minimum 3 years of experience (preferred) in client-facing investment, advisory, banking, brokerage, or financial-services work.
• Evidence that you have personally generated or converted new business.
• Strong communication, judgment, follow-up, and the confidence to ask for a commitment.
• An entrepreneurial mindset, personal accountability, and comfort operating in a growing firm where initiative matters.
• CFP certification or another advanced designation is welcomed but not required.

Role details

• Location: Schaumburg, IL (onsite)
• Salary: USD 90,000 per year
• Primary mandate: Generate and convert new business
• Technologies: CRM and a modern advisory technology platform

Compensation and long-term upside

• Expected base salary: $100,000 to $140,000, based on experience and demonstrated production.
• Variable compensation: Uncapped, tied to new client revenue, with potential recurring participation in retained relationships.
• Long-term upside: Recurring economics and potential ownership; for the right person demonstrating sustained production, leadership, and cultural fit, long-term participation may include value-of-firm involvement, potentially including equity or an equity-like incentive, separately negotiated and documented.

Benefits

• 401(k) and 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Opportunity fit

• Built around direct advice, thoughtful investment management, and personal accountability.
• Access to Kadima’s technology, investment resources, marketing support, operations team, and founder guidance while maintaining responsibility for building a durable pipeline of new relationships.
• This is not a service-only role and is not designed for someone who wants to wait for a full calendar of assigned appointments.

How to apply

Please submit a resume and a short note answering: During the past two years, what new business did you personally originate or convert, and how did you do it? Use anonymized results and do not provide client names, confidential information, or proprietary records from a current or former employer.