Financial Advisor
Company: Skylight Financial Group
Location: Toledo
Posted on: April 10, 2021
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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
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