Financial Planner

Skylight Financial Group; Kentucky; On-site; USD 80,000 - 150,000; Full time

Job summary

Skylight Financial Group in Kentucky is seeking experienced entrepreneurs who want to accelerate their practice by embracing a planning-focused approach and a strong teaming model.

Applicants gain concierge-level support, access to subject-matter experts, strategy and marketing assistance, a team of investment and trust specialists, strategic alliances with local institutions, and cutting-edge platforms to help clients achieve their goals.

Responsibilities

• A unique business market process that will differentiate you and add more value to conversations with business owners.
• Concierge-level support including access to subject matter experts, priority sales support, business strategy, marketing and sales assistant support.
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs.
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.
• State-of-the-art technology platforms and tools.
• A diversified portfolio of investment, insurance and retirement solutions to help deliver goal achievement and accountability to your clients.
• Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise.

Job description

Our WHY : To deliver the differentiating client experience not seen in the industry.

Our HOW: Is by working together in an industry-leading teaming program that supports the

formation and development of Advisors.

You don’t need to do it all by yourself anymore. The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few professionals can meet on their own. Therefore, the advisor team business model has been adopted by more and more financial advisors. Whether you’re interested in building a team around you and your business, or interested in joining a high caliber team, we are here to help you.

About the Role:

We are seeking experienced entrepreneurs, who want to ask questions and listen, focus on a planning approach, embrace our innovative toolset, and see a strong teaming model to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...

• A unique business market process that will differentiate you and add more value to conversations with business owners.
• Concierge-level support including access to subject matter experts, priority sales support, business strategy, marketing and sales assistant support.
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs.
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.
• State-of-the-art technology platforms and tools.
• A diversified portfolio of investment, insurance and retirement solutions to help deliver goal achievement and accountability to your clients.
• Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise.

Pay range and compensation package: Apply today to discuss a change to a firm that knows how to support established practices and help them grow geometrically.