What are the responsibilities and job description for the Financial Advisor position at Synergy Wealth Solutions?
Company Description
Synergy Wealth Solutions is a financial firm built on the idea that the combined efforts of the team are greater than the sum of each individual part. With a commitment to delivering excellence through a collaborative culture and innovative strategies, our team of over 150 financial professionals provides strategic financial solutions to more than 62,000 clients every day. Since 1851, in partnership with MassMutual, we have been helping clients protect their future.
Role Description
This is a full-time on-site role for a Financial Advisor located in Overland Park, KS. The Financial Advisor will be responsible for providing holistic and comprehensive financial solutions to clients, including financial planning, retirement planning, investment strategies, and financial advisory services.
Qualifications
- Financial Planning and Finance skills
- Retirement Planning expertise
- Knowledge of Investments and Financial Advisory services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Relevant financial certifications or licenses (Life and health, Series 66 Series 7)
- We will help you obtain these certifications