Financial Planner & Client Growth Mentor

Skylight Financial Group; Kentucky; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Job summary

Skylight Financial Group in Kentucky seeks an Advisor to create personalized financial plans helping clients reach their goals. You will work with a supportive team and a framework that emphasizes planning over commission-based pressures.

The ideal candidate will build trust with current and potential clients, develop new relationships, and deliver tailored solutions for education funding, retirement, risk protection, and wealth growth, while benefiting from mentoring and structured training.

Qualifications

• Build trust and cultivate client relationships.
• Comfort developing new client relationships and networks.
• Strong track record of achievements.
• Excellent interpersonal and communication 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

Interpersonal skills

Customer focus

Track record of achievements

Job description

Skylight Financial Group in Kentucky seeks an Advisor to create personalized financial plans helping clients reach their goals. You will work with a supportive team and a framework that emphasizes planning over commission-based pressures.

The ideal candidate will build trust with current and potential clients, develop new relationships, and deliver tailored solutions for education funding, retirement, risk protection, and wealth growth, while benefiting from mentoring and structured training.