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Financial Advisor

Skylight Financial Group & Open Positions · skylightfinancialgroup.com
ClevelandOn-site
Apply on Skylight Financial Group & Open Positions’s site

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  • Only your kind of job: Banker / Relationship Manager jobs in Cleveland. 7 new this week.

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The job in short

Financial advising.

Marketing

Details

Found
25 d ago · posted 2026-03-25
Location as listed
Cleveland, OH
Role
Banker / Relationship Manager
Source
The company’s own careers site

Full description

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 increasing 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 President #LI-DS1 #LI-OS1

Banker / Relationship Manager jobs in Cleveland, Ohio · Banker / Relationship Manager jobs in the United States · All Skylight Financial Group & Open Positions jobs

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