Kathmere Capital Management · 2 days ago
Wealth Management Advisor
Wayne, PA
Full-time
Hybrid
Mid Level
3+ years expKathmere Capital Management is seeking a driven, self-sufficient professional to lead a critical and growing initiative within our 401(k) Retirement Plan practice. The role involves engaging with participants, guiding them through retirement planning, and transitioning them to personal wealth management clients.
Financial ServicesRetirementWealth Management
Responsibilities
Build strong, ongoing relationships with participants nearing retirement
Help participants plan and understand their rollover options, with confidence in your ability to transition from participant to personal client
Take ownership of the post-rollover client experience—meeting and planning with clients, managing follow-up, and ensuring the high-touch standard we are known for
Coordinate closely with our internal retirement plan team to coordinate everything, eventually ensuring smooth, compliant transitions
Maintain CRM data, follow-ups, and task management with precision
Qualification
Required
3-5 years in financial services. Planning, financial wellness, education, or similar field preferred
Series 65 (or willingness to obtain within the first 6 months)
CFP® designation (or desire to pursue, firm support available)
Preferred
Bachelor's degree preferred
Benefits
Competitive salary
1x/week work from home option
Health insurance
401(k)
Paid vacation/sick days
Company
Kathmere Capital Management
Kathmere Capital Management is a wealth management, financial planning, and retirement planning services provider.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael McDermott, CFP®
Chief Executive Officer
Amy King
Chief Operating Officer
Recent News
Investment News
2025-12-20
2025-12-17
The Philadelphia Inquirer
2025-04-19
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