Financial Planner - Skylight Financial Group (Cleveland, Ohio)

Skylight Financial Group - Angelo V. Carioppolo, , CFP, ChFC, LUTCF, NSSA
Job Description
Do you enjoy helping people? Are you looking for a career that brings tremendous personal satisfaction, independence and financial rewards? We are seeking enthusiastic and motivated individuals to join our team as a Financial Planner in our Cleveland office.
At Skylight Financial Group, you can look forward to increased financial freedom and an unlimited ceiling for job growth and income potential. Here's your chance to get a sneak preview of our fast-growing industry.
What does a career with our agency have to offer?
  • Freedom. You get to be your own boss, focusing on the areas of financial services that you’re passionate about.
  • Financial Success. The harder you work, the more opportunity to earn revenues, bonuses, and other incentives.
  • Long-term Security. A career in the financial services industry means you're not subject to layoffs, downsizing or 'off-shoring'.
  • Support & Guidance. Even though you may be working for yourself, you won't be alone. Our agency offers the support you'll need to become successful, such as experienced mentors, presentation materials, software, and direct-mail programs. We call it the ultimate toolkit.

Requirements:
  • Entrepreneurial self-starter who is highly organized
  • Excellent communication and listening skills
  • An ability to network and establish relationships with clients
  • A drive to succeed
  • Strong team playing 
 
Responsibilities:
  • Prospecting for clients on a referral basis within clearly defined markets
  • Developing and maintaining long-term relationships with clients
  • Active listening, gathering facts, analyzing total needs and making responsible financial recommendations (life insurance, annuities, mutual funds, long term care, disability...college and retirement planning)
  • Expanding personal knowledge and skills through joint work with senior planners.
 
Training Process:
Skylight Financial Group believes a structured training plan is the best format to build a solid foundation that will lead to a successful career as a Financial Planner. We believe every associate should be trained to the fullest extent of our capability as an organization enabling each associate reach their full potential.
 
Contact:
Mark Owens
Managing Director, Cleveland
markowens@financialguide.com
 
About Skylight Financial Group
We are committed to making a difference in people’s lives and leaving a positive impact on the communities we serve.
At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve. Located in Cleveland, and with district offices in Columbus and Toledo, Skylight Financial Group provides personal financial planning to more than 35,000 clients and has a team of specialists that serves the special needs, business and LGBT communities.
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