Company Description
Synergy Wealth Solutions is a financial services firm that prioritizes collaboration and client-centric strategies to deliver holistic and comprehensive financial solutions. In partnership with MassMutual since 1851, the firm provides resources to help clients secure their financial futures. With a dedicated team of over 150 financial professionals, Synergy Wealth Solutions proudly serves more than 62,000 clients daily. Integrity, excellence, and teamwork are the core values that define our approach to service and innovation.
Role Description
This is a full-time, on-site position located in Chesterfield, MO. The Financial Advisor will work closely with clients to develop personalized financial plans, assist with investment strategies, and provide retirement planning services. The role involves analyzing financial information, educating clients about financial products, and offering guidance to help them achieve their financial goals. Building and maintaining long-term relationships with clients is a key aspect of this role.
Qualifications
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