Financial Advisor

Synergy Wealth Solutions; Missouri; On-site; USD 65,000 - 110,000; Full time

Job summary

Synergy Wealth Solutions in St. Louis, MO is seeking a full-time Financial Advisor to provide strategic financial solutions, retirement planning, investments and ongoing client guidance.

The role emphasizes analyzing client situations, developing personalized plans and growing your book of business. You will operate within a local team while leveraging a national platform and succession planning support. On-site, competitive, self-driven professionals thrive here.

Qualifications

• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Life/Health Insurance, Series 7, Series 66 licenses are a plus.

Responsibilities

• Provide strategic financial solutions and guidance to clients.
• Analyze clients' financial situations and develop personalized plans.
• Support retirement planning, investments and ongoing guidance.

Skills

Analytical skills

Communication skills

Relationship building

Licenses: Life/Health; Series 7/66

Job description

Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.

Role Description

This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven! A Local Team. A National Platform. A Practice You Own.

Qualifications

• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills
• Ability to build and maintain client relationships
• Life/Health Insurance, Series 7, Series 66 licenses are a plus