Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets.
As an Advisor, you will be creating a comprehensive and individualized plan to help your clients determine where they are, where they want to be, and how they are going to get there. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.
Our opportunity aims to provide the necessary support for someone who is interested in building something of their own and finding more meaning and control in their career but isn't comfortable with the 'sink or swim', commission-only proposition most firms offer. In addition, our associates enjoy a comprehensive benefits package including medical, 401k, and pension.
The ideal candidate will deliver personalized financial solutions to help achieve long-term financial goals. They should be comfortable developing new relationships and cultivating trust with current and potential clients.
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
Desired Qualities
· Strong track record of achievements
· Excellent interpersonal skills
· Entrepreneurial Spirit
· Customer Focused
Reach out today to start a conversation about the Skylight difference!
Trisha Rutherford
President
#LI-DS1
#LI-OS1
Skills Required
- Create comprehensive, individualized financial plans for clients
- Cultivate and develop client relationships
- Provide financial planning support to clients
- Aid in marketing strategies for new client acquisition
- Commitment to personal and professional development
- Strong track record of achievements
- Excellent interpersonal skills
- Entrepreneurial spirit
- Customer focused mindset
What We Do
Skylight Financial Group is one of the leading locally owned financial planning firms in Ohio and a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). The firm provides comprehensive and personalized financial planning, investment management, and insurance solutions tailored to the individual and business needs of their clients, with a mission to empower clients to navigate the path to financial freedom.
.png)
