Company Description
Synergy Wealth Solutions is a financial services firm located in Overland Park, KS. 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 licensing and training for your first 4 years. Must be, Competitive and self-driven!
Qualifications
- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills
- Ability to build and maintain client relationships
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