Entrepreneurial Financial Advisor: Build Your Practice

Skylight Financial Group; Kentucky; On-site; USD 55,000 - 75,000; Full time

Job summary

Skylight Financial Group in the United States is seeking a Financial Advisor to build client relationships, gather financial data, and implement plans that address investments and insurance needs. You will provide advice aimed at improving clients' financial future while upholding the firm's values of integrity and service.

In this role you will network, establish referrals, and collaborate with associates to deliver holistic financial solutions through needs analyses and ongoing development.

Qualifications

• A strong relationship-builder who takes a client-first approach.
• A connector with people.
• A dedicated worker: independent, self-motivated and goal-oriented.

Responsibilities

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact-gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Skills

Relationship building

Networking

Needs analysis

Financial advisory

Insurance & investments

Job description

Skylight Financial Group in the United States is seeking a Financial Advisor to build client relationships, gather financial data, and implement plans that address investments and insurance needs. You will provide advice aimed at improving clients' financial future while upholding the firm's values of integrity and service.

In this role you will network, establish referrals, and collaborate with associates to deliver holistic financial solutions through needs analyses and ongoing development.