What are the responsibilities and job description for the Senior Financial Advisor position at Synergy Wealth Solutions?
Company Description
Synergy Wealth Solutions is a financial services firm located in St. Louis, MO with offices across the country. 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 business 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
What You'll Do And How You'll Do It
- Sell planning and protection insurance products along with selling products related to asset and investment management
- Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts
- Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
- Deep interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
- Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
- You are analytical, driven, and possess the grit needed to be successful in a sales role
Why Experienced Advisors Choose Synergy
- Sophisticated Offerings: Synergy offers a wide range of non-proprietary investment and insurance solutions to give your clients the unbiased advice they deserve.
- Transition Support: Get support bringing over existing clients and expanding your client base.
- Competitive Compensation: Our competitive compensation gives you the edge you need to strengthen and grow your practice.
- Benefits: Medical, dental, disability, and family planning benefits as well as fantastic retirement plans and additional bonuses.
- Professional Teaming: Strategic partnerships between advisors give you acess to shared expertise, growth opportunities, and a stronger impact for our clients.
- Thriving Entrepreneurial Spirit: Freedom to make the right investment recommendations for your clients with low expense ratios and flexibility to set fees.
- Succession Planning Support: From designing exit strategies to support with acquisitions, we help you protect your legacy and plan for the future of your business.
- Home Office Support: Having access to high-level resources under our Fortune 100 umbrella along iwth local staff to make the day-to-day of growing your business easier.
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