Apply on Employer Site

Skylight Financial Group · 1 week ago

Financial Advisor

Ohio, United States

Full-time

Hybrid

New Grad, Entry Level

Skylight Financial Group is seeking a charismatic and ambitious Financial Advisor to join their team. The role involves developing client relationships, gathering financial data, and providing investment and insurance advice to help clients secure their financial future.

Financial Services

Hiring Manager

Trisha Rutherford

Responsibilities

Establish networks and cultivate referrals

Develop and maintain long-term relationships with clients

Provide financial solutions through fact-gathering and needs analyses

Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Qualification

Client relationship managementFinancial advisingNetworkingNeeds analysisSelf-motivated

Required

Strong relationship-builder who takes a client-first approach

Connector with people, a connector of people

Dedicated worker: independent, self-motivated and goal-oriented

Company

Skylight Financial Group

Skylight Financial Group is a financial services firm based in Ohio.

Founded in 2010

Cleveland, Ohio, USA

201-500 employees

http://skylightfinancialgroup.com

Funding

Current Stage

Growth Stage

Leadership Team

Trisha Rutherford

Chief Operating Officer

Michael Connole

Managing Partner

Company data provided by crunchbase