Financial Planner - Cleveland, Cincinnati, Columbus, Toledo

Interested in working in an environment where you are in control of your destiny? Do you enjoy helping people? Are you looking for a career that brings tremendous personal satisfaction, independence? We are seeking motivated individuals to join our team as a Financial Planner and welcome applications from people from all walks of life – college students, recent graduates, experienced financial planners or those looking to change careers.

Administrative Assistant- Toledo

The Administrative Assistant supports a financial planner with their client activity. This role conducts administrative tasks assisting in processes for new client acquisition, ongoing services items, and general day-to-day planning practice operations.  

Team Administrative Assistant- Columbus 

The Administrative Assistant supports a financial planner (or financial planning team) with their client activity. This role conducts administrative tasks assisting in processes for new client acquisition, ongoing services items, and general day-to-day planning practice operations.  

Team Administrative Assistant- Toledo

The Executive Assistant supports the Financial Advisor with day-to-day operations of the personal practice. This role manages the details of the Advisor calendar, acts as a gatekeeper of information to the Advisor, and will, in some roles, manage other members of the Advisor’s staff. The Executive Assistant may also manage the flow of the planner’s business. 

Client Services Representative- Fremont

The Client Services Administrator supports a financial planner (or financial planning team) with their client activity. This role conducts administrative tasks assisting in processes for new client acquisition, ongoing services items, and general day-to-day planning practice operations. The client services administrator will be in communication with the Advisor’s clients and may have to work with other Advisors and team members on joint work cases. 

Client Services Representative- Fremont

The Client Services Administrator supports a financial planner (or financial planning team) with their client activity. This role conducts administrative tasks assisting in processes for new client acquisition, ongoing services items, and general day-to-day planning practice operations. The client services administrator will be in communication with the Advisor’s clients and may have to work with other Advisors and team members on joint work cases. 

Team Client Services Administrator- Columbus 

The Client Services Administrator supports a financial planner (or financial planning team) with their client activity. This role conducts administrative tasks assisting in processes for new client acquisition, ongoing services items, and general day-to-day planning practice operations.

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.