Financial Planner - Cleveland, Cincinnati, Columbus, Toledo

You don't need to do it all by yourself anymore. Deliver the best possible client experience supported by your very own team.

The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few professionals can meet on their own. This is why the advisor team business model has been adopted by more and more financial advisors. At our firm, we have an industry leading Advisor Teaming program that supports the formation and development of advisor teams.

Whether you’re interested in building a team around you and your business or interested in joining a high caliber team, we are here to help you.

We’re seeking experienced Financial Advisors, who recognize the strength of our products and our brand, welcome our flexible approach, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...

• A robust teaming platform including coaching, systems, processes, and support at the local level designed to sustain the development of high-performance advisor teams
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.
• State-of-the-art technology platforms and tools
• A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
• A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer

Let’s partner together in support of the values we share with each other:

• Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
• Being heard: because your voice matters, because you matter
• Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
• Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
• Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you

Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class coaching and resources, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets.

Reach out today to start a conversation about the Skylight difference!

Trisha Rutherford, Chief Operating Officer
trutherford@financialguide.com 

Skylight Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make on investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.  If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitamacy. 

Financial Advisor - Cleveland, Cincinnati, Columbus, Toledo

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 increase 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, Chief Operating Officer
trutherford@financialguide.com 

Skylight Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make on investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.  If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitamacy. 

Financial Advisor - Cleveland, Cincinnati, Columbus, Toledo

Are you adventurous? Bold? 
It is time to take action.

We are looking for a go-getter to build a business by providing guidance and financial advice to clients. This persuasive and charismatic Financial Advisor will be responsible for gathering clients, developing relationships, analyzing financial data, implementing financial plans, providing advice on investments, and insurance, and making an impact in the lives of clients. Become an advisor to start making an impact on your own life. This is a career move that could redefine everything.

You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have a deep impact on the world around you, and to have greater control over the course of your life?

It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances.

If you’ve considered business ownership, then start your business with us. As a Financial Services Professional, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: - Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind - Follow a well-defined career path that integrates education with mentorship and teaming opportunities - Benefit from a culture of innovation that embraces growth and the changes that come with it - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership - Have a voice – your contributions and input matter - Experience the power of flexibility – and the freedom to design your work and your life the way you envision How will you build your business? You will… - 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.

Who do you need to be?

• A strong relationship-builder who takes a client-first approach
• A connector with people, a connector of people
• A dedicated worker: independent, self-motivated and goal-oriented

Contact us today to discuss a change to work that can have great impact on your life.

Trisha Rutherford, Chief Operating Officer 
trutherford@financialguide.com

Skylight Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make on investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.  If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitamacy. 

Financial Advisor - Cleveland, Cincinnati, Columbus, Toledo

Are you up for a challenge? Are you confident that you are the best at what you do? We are looking for a relationship builder to join our team, gather clients, and provide financial advice to our clients.

This charismatic and ambitious Financial Advisor will be responsible for developing client relationships, gathering financial data, implementing plans, and providing advice on investments and insurance to make an impact in the lives of clients. Join our team to start making an impact in your own life. This is a career move that could redefine everything. Build something. Be in control of your own life. Is your inner entrepreneur calling to be released? What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the move that may redefine your career. If you’ve considered business ownership, financial freedom and independence, then start your business with us.

As a Financial Services Professional, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind - Follow a well-defined career path that integrates education with mentorship and teaming opportunities - Benefit from a culture of innovation that embraces growth and the changes that come with it - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership - Have a voice – your contributions and input matter - Experience the power of flexibility – and the freedom to design your work and your life the way you envision.

How will you build your business? You will…

• 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

Who do you need to be?

• A strong relationship-builder who takes a client-first approach
• A connector with people, a connector of people
• A dedicated worker: independent, self-motivated and goal-oriented

Contact us today to discuss a change to work that can have great impact on your life.

Trisha Rutherford, Chief Operating Officer
trutherford@financialguide.com