Financial Planning Advisor — Growth, Training & Benefits

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 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