Financial Advisor

Skylight Financial Group; Cleveland (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Pension plan

Job summary

Skylight Financial Group, a long-standing regional financial planning firm, seeks an Advisor to craft comprehensive plans helping clients reach goals such as college funding, retirement, and risk management. You will operate within a supportive, non-commission environment anchored by a Fortune 100 parent with extensive resources.

The role emphasizes relationship-building with clients and ongoing personal and professional development, backed by a strong training program and a broad benefits

Qualifications

• Experience delivering personalized financial solutions.
• Ability to build trust with clients and cultivate relationships.
• Willingness to develop marketing strategies for new client acquisitions.

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

Interpersonal skills

Entrepreneurial spirit

Customer focus

Track record of achievements

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