Financial Advisor
Synergy Wealth Solutions, Springfield, MO, United States
Overview
Synergy Wealth Solutions, in partnership with MassMutual since 1851, is a leading financial services firm dedicated to providing holistic and personalized financial solutions. Headquartered in Springfield, MO, the firm serves over 62,000 clients, with a team of more than 150 financial professionals. Guided by core values of trust, integrity, excellence, teamwork, and service, we empower individuals and families to build lasting legacies. By offering premier products and innovative strategies, we strive to create value and foster financial security for our clients.
Role Description
This is a full-time, on-site role for a Financial Advisor based in Springfield, MO. The Financial Advisor will work closely with clients to assess their financial goals, develop personalized financial strategies, and provide tailored advice on financial planning, retirement planning, and investment opportunities. Day-to-day responsibilities include conducting financial assessments, creating financial plans, monitoring client portfolios, and delivering exceptional client service. The role also involves staying updated on financial markets and regulatory changes to ensure the best outcomes for clients.
Qualifications
Excellent communication and interpersonal skills to build trust and maintain client relationships.
Proven track record of delivering client-focused solutions and achieving results.
Relevant licenses (L&H Insurance, Series 7, Series 66) are preferred, or willing to obtain licenses.
Bachelor’s degree in Finance, Accounting, Economics, or a related field is advantageous.
Commitment to maintaining knowledge of financial policies, regulations, and market trends.
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Synergy Wealth Solutions, in partnership with MassMutual since 1851, is a leading financial services firm dedicated to providing holistic and personalized financial solutions. Headquartered in Springfield, MO, the firm serves over 62,000 clients, with a team of more than 150 financial professionals. Guided by core values of trust, integrity, excellence, teamwork, and service, we empower individuals and families to build lasting legacies. By offering premier products and innovative strategies, we strive to create value and foster financial security for our clients.
Role Description
This is a full-time, on-site role for a Financial Advisor based in Springfield, MO. The Financial Advisor will work closely with clients to assess their financial goals, develop personalized financial strategies, and provide tailored advice on financial planning, retirement planning, and investment opportunities. Day-to-day responsibilities include conducting financial assessments, creating financial plans, monitoring client portfolios, and delivering exceptional client service. The role also involves staying updated on financial markets and regulatory changes to ensure the best outcomes for clients.
Qualifications
Excellent communication and interpersonal skills to build trust and maintain client relationships.
Proven track record of delivering client-focused solutions and achieving results.
Relevant licenses (L&H Insurance, Series 7, Series 66) are preferred, or willing to obtain licenses.
Bachelor’s degree in Finance, Accounting, Economics, or a related field is advantageous.
Commitment to maintaining knowledge of financial policies, regulations, and market trends.
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