Holistic Financial Advisor: Client Planning & Growth

Synergy Wealth Solutions is seeking a full-time Financial Advisor in Springfield, MO. The advisor will work closely with clients to assess their financial goals, develop tailored strategies, and provide exceptional service. Key responsibilities include conducting financial assessments, creating plans, and monitoring portfolios. Ideal candidates will have strong communication skills, a proven track record in client relations, and relevant licenses (or a willingness to obtain). A Bachelor’s degree in Finance, Accounting, or Economics is preferred.
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