Financial Advisor

Company DescriptionSynergy 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 DescriptionThis 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.QualificationsFinancial Planning and Finance skillsRetirement Planning expertiseKnowledge of Investments and Financial Advisory servicesStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsRelevant financial certifications or licenses (Life and health, Series 66 Series 7)We will help you obtain these certifications

Created: 2025-02-27