Financial Advisor

Skylight Financial Group; Maritime Plaza (OH); Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Pension

Job summary

Skylight Financial Group is hiring an Advisor to develop comprehensive, individualized financial plans that help clients reach long-term goals. You will build relationships, present strategies to fund education, retirement planning, risk protection, and overall financial confidence.

The role emphasizes mentorship, training, and a supportive environment rather than commission-only sales. Join a firm with 170+ year heritage and a strong client-first approach, offering medical, 401k, and pension

Qualifications

• Entrepreneurial spirit and initiative are valued.
• Strong interpersonal skills to build client trust and relationships.
• Proven track record of achievements in client-oriented roles.

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

Entrepreneurial Spirit

Excellent interpersonal skills

Strong track record

Customer-focused

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