Financial Advisor

Company: Skylight Financial Group
Location: Toledo
Posted on: January 15, 2021

Job Description:

Our WHY--is ---to deliver the differentiating client experience not seen in the industry."
Our HOW is by working together in an industry-leading teaming program that supports the formation and development of Advisors.
You don---t need to do it all by yourself anymore.
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. Therefore, the advisor team business model has been adopted by more and more financial advisors.
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 are seeking experienced Financial Advisors, who want to ask questions and listen, focus on a planning approach, embrace our innovative toolset, and see a strong teaming model to better serve their clients.
If you---re a successful entrepreneur looking to accelerate your practice, we will support you through...
- A unique business market process that will differentiate you and add more value to conversations with business owners.- Concierge-level support including access to subject matter experts, priority sales support, business strategy, marketing and sales assistant support.- 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 to help deliver goal achievement and accountability to your clients-Enjoying flexibility: build your business the way that---s right for you --- we respect your experience and expertise
Apply today to discuss a change to a firm that knows how to support established practices and help them grow geometrically. Growing in all 4 core offices, Cincinnati, Cleveland, Columbus, and Toledo, Ohio.

Keywords: Skylight Financial Group, Toledo , Financial Advisor, Accounting, Auditing , Toledo, Ohio