Own Your Financial Advisory Practice | Retirement Planning

Synergy Wealth Solutions; St. Louis (MO); On-site; USD 60,000 - 100,000; Full time

Job summary

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.

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 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.

Skills

Analytical skills

Communication skills

Relationship building

Series 7/66 licenses

Job description

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.