Financial Advisor

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

Are you up for a challenge? Are you confident that you are the best at what you do? We are looking for a relationship builder to join our team, gather clients, and provide financial advice to our clients.

This charismatic and ambitious Financial Advisor will be responsible for developing client relationships, gathering financial data, implementing plans, and providing advice on investments and insurance to make an impact in the lives of clients. Join our team to start making an impact in your own life. This is a career move that could redefine everything. Build something. Be in control of your own life. Is your inner entrepreneur calling to be released? What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the move that may redefine your career. If you’ve considered business ownership, financial freedom and independence, then start your business with us.

As a Financial Services Professional, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind - Follow a well-defined career path that integrates education with mentorship and teaming opportunities - Benefit from a culture of innovation that embraces growth and the changes that come with it - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership - Have a voice – your contributions and input matter - Experience the power of flexibility – and the freedom to design your work and your life the way you envision.

How will you build your business? You will…

• 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

Who do you need to be?

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