Financial Services Advisor

SFP Synergy Financial Partners; Elizabethtown (KY); On-site; USD 42,000 - 65,000; Full time

Job summary

Synergy Financial Partners (SFP) is seeking a Financial Services Advisor in Elizabethtown, KY. You will meet with clients to assess goals, analyze current finances, and design tailored plans for retirement, investments, and overall financial security.

You will present solutions, explain options, and manage client relationships through follow-ups while staying abreast of industry trends and regulatory requirements. On-site role with opportunities for professional certification support.

Qualifications

• Strong skills in financial planning and advisory.
• Knowledge of finance and investments.
• Expertise in retirement planning and long-term wealth strategies.
• Licenses or certifications such as state licenses, securities registrations, CFP.
• Strong interpersonal and communication skills.
• Integrity and client-focused mindset.
• On-site in Elizabethtown, KY.
• Prior experience in financial services preferred but training provided.

Responsibilities

• Meet with clients to assess financial goals and analyze current financial situations.
• Develop tailored strategies for retirement planning, investments, and financial security.
• Present financial solutions and explain product options to clients.
• Maintain and grow client relationships with regular follow-ups.
• Collaborate with the SFP team to stay informed about industry trends and regulatory requirements.

Skills

Financial planning

Client relations

Communication

Presentation skills

Education

Licenses/certifications (CFP/Series 6/7, state licenses)

Job description

Company Description

Synergy Financial Partners (SFP) is an independent financial services company focused on transforming how individuals, families, and businesses plan for their financial future. The organization emphasizes innovative solutions and products while offering entrepreneurial opportunities for team members. SFP’s culture is rooted in shared values, beliefs, and a common purpose centered on achieving peace of mind through sound financial planning. The company aims to help clients prepare for financial challenges and emergencies, enabling them to live life to its fullest potential. SFP seeks people who align with these values and want to build a business that provides long-term financial security for families.

Role Description

This is a full-time, on-site Financial Services Advisor role based in Elizabethtown, KY. The Financial Services Advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop tailored strategies for areas such as retirement planning, investments, and overall financial security. Daily responsibilities include presenting financial solutions, explaining product options, maintaining client relationships, and conducting follow-up meetings to adjust plans as needs change. The Advisor will collaborate with the SFP team to stay informed about industry trends, regulatory requirements, and new financial products. The role also involves prospecting new clients, hosting educational sessions, and upholding SFP’s values in every client interaction.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory.
• Candidates should possess solid knowledge of Finance and Investments.
• Candidates should possess expertise in Retirement Planning and long-term wealth strategies.
• Relevant licenses or certifications (such as state insurance licenses, securities registrations, CFP or similar) are highly beneficial.
• Strong interpersonal, communication, and presentation skills, with the ability to explain complex concepts clearly.
• Demonstrated integrity, client-focused mindset, and commitment to ethical financial guidance.
• Ability to work on-site in Elizabethtown, KY, manage multiple client relationships, and maintain organized records.
• Prior experience in financial services, banking, insurance, or related fields is preferred but not required; training and development support will be provided.