Work at Skylight
Overpromised & underdelivered?
What happened to all the support you were supposed to receive—the high level of assistance, the marketing capabilities, the individualized attention? Our robust infrastructure allows you to focus on your clients while leveraging our resources to allow you to deliver sophisticated solutions faster. Browse our video series, Coop's Corner, below to learn more.
Coop's Corner
Coop’s Corner is a video series where we address common industry pains head on, and talk about the crucial systems that we have in place to empower the professionals who make up the firm to differentiate themselves, and provide a first class client experience that we believe simply cannot be replicated elsewhere.
Stay tuned for more future episodes of Coop's Corner!
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Our Process
A training plan & a team to support your needs
Being a business owner can be overwhelming. If you are going to grow your practice, you have to work alongside the right model for success. At Skylight, our entire infrastructure is built around providing financial professionals with the support necessary to accomplish their goals. Our process helps you overcome the challenges that business owners face from the minute you decided to start your journey with us.
We support our financial professionals through a number of industry-leading services:
- A fully staffed marketing team to assist you in print, digital, and event-based initiatives
- Development and coaching programs based on the best business practices, psychology, and process efficiency
- A team-based culture that allows you to work alongside veteran planners
- Dedicated licensed paraplanners committed to your operational needs
- A case design team ready to eliminate your “analysis paralysis”
- New business professionals to handle all your underwriting and processing
- A compliance department that works with you—not against you
- Highly skilled staff of technology support personnel
Interested in learning more about what a career at Skylight has to offer?
Hear directly from our experienced associates about their paths to success, get insight into their daily methods that anyone can adopt to stay motivated, and more.