Financial Planning Advisor - Training, Growth & Benefits

Skylight Financial Group; Cleveland (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Pension plan

Job summary

Skylight Financial Group, a long-standing regional financial planning firm, seeks an Advisor to craft comprehensive plans helping clients reach goals such as college funding, retirement, and risk management. You will operate within a supportive, non-commission environment anchored by a Fortune 100 parent with extensive resources.

The role emphasizes relationship-building with clients and ongoing personal and professional development, backed by a strong training program and a broad benefits

Qualifications

• Experience delivering personalized financial solutions.
• Ability to build trust with clients and cultivate relationships.
• Willingness to develop marketing strategies for new client acquisitions.

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

Entrepreneurial spirit

Customer focus

Track record of achievements

Job description

Skylight Financial Group, a long-standing regional financial planning firm, seeks an Advisor to craft comprehensive plans helping clients reach goals such as college funding, retirement, and risk management. You will operate within a supportive, non-commission environment anchored by a Fortune 100 parent with extensive resources.

The role emphasizes relationship-building with clients and ongoing personal and professional development, backed by a strong training program and a broad benefits