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.
Financial Planning and Finance skills
Ability to build and maintain client relationships
Commitments
Role Description This is a full-time on-site role for a Financial Advisor located in Overland Park, KS.Financial Services Employment Type Full-time
Not Met Priorities
What still needs stronger evidence
Requirements
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)
Preferred Skills
Relevant financial certifications or licenses (Life and health, Series 66 Series 7)
Job description 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 Industry Financial Services Employment Type Full-time
Synergy Wealth Solutions
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Overland Park, KS