Financial Advisor

Synergy Wealth Solutions•Chesterfield, MO

32d•Onsite

About The Position

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. 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.

Requirements

Excellent analytical and problem-solving skills
Effective communication and interpersonal skills
Ability to build and maintain client relationships
Analytical, driven, and possess the grit needed to be successful in a sales role

Nice To Haves

Life/Health Insurance, Series 7, Series 66 licenses are a plus
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

Responsibilities

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
Provide strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory
Analyze client financial situations, develop personalized plans, and provide ongoing guidance and support