What are the responsibilities and job description for the Financial Advisor position at Synergy Wealth Solutions?
Synergy Wealth Solutions is a firm that thrives on the combined efforts of its dynamic team to provide holistic and comprehensive financial solutions. Partnering with MassMutual, Synergy Wealth Solutions offers premier products and exceptional service to over 62,000 clients every day. The firm is committed to excellence through a collaborative culture and innovative strategies. Our team of over 150 financial professionals works together to ensure clients can leave a lasting legacy and protect their future.
Role Description
This is a full-time on-site role for a Financial Advisor located in Chesterfield, MO. The Financial Advisor will be responsible for providing clients with financial planning, retirement planning, insurance solutions, and investment advice. Day-to-day tasks involve meeting with clients to assess their financial needs, developing tailored plans to help them achieve their financial goals, and maintaining ongoing relationships to ensure client satisfaction and plan adjustments as needed.
Qualifications
- Exceptional interpersonal and communication skills
- Ability to build and maintain lasting client relationships
- Self-motivated with a high degree of initiative and professionalism
- Bachelor’s degree preferred but not required
- Experience in the financial services industry is a plus
Benefits
- Flexible Schedule
- Mentor and business coach provided
- Professional Development
- Tuition Reimbursement
- Health, Dental, and Vision Insurance
- 401k
- Flex Spending Account
- Life and Disability Insurance
Salary : $75,000 - $175,000