Financial Advisor — Growth, Mentoring & Benefits

MassMutual

Cleveland (OH)

On-site

USD 50,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits package

Medical

401k

Pension

Job summary

A leading financial planning firm in Cleveland, OH, seeks an Advisor to develop personalized financial plans for clients while supporting financial professionals in cultivating client relationships. This role offers a comprehensive benefits package, including medical, 401k, and pension. The ideal candidate will possess a strong track record of achievements and excellent interpersonal skills, aiming to make a meaningful impact in their career.

Qualifications

Proven ability to build and maintain client relationships.
Desire for personal and professional growth in a supportive environment.
Ability to develop and implement comprehensive financial plans.

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

Strong track record of achievements

Excellent interpersonal skills

Entrepreneurial Spirit

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