On-Site Financial Advisor - Build Your Own Practice & Grow Clients

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 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.