Financial Advisor

MassMutual

Dublin (OH)

On-site

USD 50,000 - 80,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Comprehensive medical benefits
401(k) plan
Pension plan

Job summary

A leading financial services firm in Dublin, Ohio, seeks an Advisor to help clients create personalized financial plans. Responsibilities include supporting financial professionals, marketing to acquire new clients, and promoting professional growth. The ideal candidate is entrepreneurial, customer-focused, and has a proven track record of achievements. This role offers comprehensive benefits, including medical, 401k, and pension options, alongside a unique opportunity to build a meaningful career.

Qualifications

  • Must demonstrate a strong track record of achievements.
  • Excellent interpersonal skills required to foster client relationships.
  • Entrepreneurial mindset necessary for client engagement.

Responsibilities

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

Skills

Excellent interpersonal skills
Customer focused
Strong track record of achievements
Entrepreneurial spirit

Job description

Overview

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.

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
Qualifications / Desired Qualities
  • Strong track record of achievements
  • Excellent interpersonal skills
  • Entrepreneurial Spirit
  • Customer Focused

Reach out today to start a conversation about the Skylight difference!

Trisha Rutherford
President

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Financial Advisor
Financial Advisor

MassMutual • Cincinnati (OH)

On-site
USD 65,000 - 90,000
Comprehensive benefits package
Medical insurance
401k
+1
Financial Advisor
Financial Advisor

MassMutual • Cleveland (OH)

On-site
USD 50,000 - 100,000
Comprehensive benefits package
Medical
401k
+1
Financial Advisor
Financial Advisor

MassMutual • Toledo (OH)

On-site
USD 50,000 - 80,000
Medical benefits
401k
Pension
Financial Advisor
Financial Advisor

Skylight Financial Group • Kentucky

On-site
USD 55,000 - 75,000
Medical insurance
401(k) plan
Financial Advisor — Growth, Mentoring & Benefits
Financial Advisor — Growth, Mentoring & Benefits

MassMutual • Cleveland (OH)

On-site
USD 50,000 - 100,000
Financial Planner & Client Growth Mentor
Financial Planner & Client Growth Mentor

Skylight Financial Group • Kentucky

On-site
USD 55,000 - 75,000
Medical insurance
401(k) plan
Entrepreneurial Financial Planner — Team-Driven Growth
Entrepreneurial Financial Planner — Team-Driven Growth

Skylight Financial Group • Kentucky

On-site
USD 80,000 - 150,000
Financial Advisor
Financial Advisor

New York Life Iowa General Office • Cedar Rapids (IA)

On-site
USD 55,000 - 75,000
Personalized coaching
Mentorship program
Marketing tools access
+2
Financial Advisor (Tyler)
Financial Advisor (Tyler)

Spectrum Financial Group • Tyler (TX)

Hybrid
USD 50,000 - 70,000
Performance bonuses
Activity-based stipend
Long-term income potential
Financial Advisor
Financial Advisor

Capstone Financial, LLC • Overland Park (KS)

On-site
USD 50,000 - 70,000
Paid training
Mentorship and support
Collaborative culture