Financial Advisor

Skylight Financial Group; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401k

Pension

Job summary

Skylight Financial Group is hiring an Advisor to craft comprehensive, individualized plans helping clients determine where they are, where they want to be, and how to get there.

With strong support, first-in-class training, and mentoring, you will build trusted relationships and deliver personalized financial solutions in a collaborative, growth-oriented setting.

Qualifications

• Experience in financial planning or advisory preferred.
• Ability to cultivate client trust and build relationships.
• Comfort with presenting financial strategies to clients.

Responsibilities

• Support financial professionals to cultivate client relationships
• Aid in marketing strategies for new client acquisitions
• Commitment to personal and professional development
• Provide financial planning support to clients

Skills

Relationship building

Entrepreneurial mindset

Communication skills

Client need analysis

Job description

Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets.

As an Advisor, you will be creating a comprehensive and individualized plan to help your clients determine where they are, where they want to be, and how they are going to get there. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.

Our opportunity aims to provide the necessary support for someone who is interested in building something of their own and finding more meaning and control in their career but isn't comfortable with the 'sink or swim', commission-only proposition most firms offer. In addition, our associates enjoy a comprehensive benefits package including medical, 401k, and pension.

The ideal candidate will deliver personalized financial solutions to help achieve long-term financial goals. They should be comfortable developing new relationships and cultivating trust with current and potential clients.

Responsibilities

• Support financial professionals to cultivate client relationships
• Aid in marketing strategies for new client acquisitions
• Commitment to personal and professional development
• Provide financial planning support to clients

Desired Qualities

• Strong track record of achievements
• Excellent interpersonal skills
• Entrepreneurial Spirit
• Customer Focused

Trisha Rutherford

President