Financial Advisor

Synergy Wealth Solutions; St. Louis (MO); Presencial; USD 60.000 - 100.000; Jornada completa

Descripción de la vacante

Synergy Wealth Solutions in St. Louis, MO, provides holistic financial guidance and a national platform to support advisors who own their practice.

This full-time, on-site role focuses on delivering strategic financial solutions, retirement and investment planning, and ongoing client advisory services. The position emphasizes building a strong client base while leveraging premier products and services.

Formación

• 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.

Responsabilidades

• Provide strategic financial solutions for clients.
• Assist with financial planning, retirement planning, investments and financial advisory.
• Analyze client financial situations and develop personalized plans.
• Provide ongoing guidance and support to clients.
• Grow your book of business and participate in succession planning.

Conocimientos

Analytical skills

Communication skills

Relationship building

Series 7/66 licenses

Descripción del empleo

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 them 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