Financial Planner & Advisor — Mentored Growth & Benefits

Skylight Financial Group; Toledo (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Benefits package (medical, 401k, and a

Job summary

Skylight Financial Group in Toledo, OH is seeking an Advisor to build comprehensive financial plans for clients, helping them determine where they are and how to get there with Skylight support.

You will deliver personalized solutions, cultivate trust with existing and new clients, and participate in marketing efforts while developing your own client base. The role emphasizes mentoring and a supportive, non-commission-heavy environment.

Qualifications

• The ideal candidate has a proven record of results and relationship-building skills.

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

Strong track record of achievements

Excellent interpersonal skills

Entrepreneurial Spirit

Customer Focused

Job description

Skylight Financial Group in Toledo, OH is seeking an Advisor to build comprehensive financial plans for clients, helping them determine where they are and how to get there with Skylight support.

You will deliver personalized solutions, cultivate trust with existing and new clients, and participate in marketing efforts while developing your own client base. The role emphasizes mentoring and a supportive, non-commission-heavy environment.