Financial Planning Team Member

Synergy Wealth Solutions - Chesterfield, MO (30+ days ago)

Registered Team Member for Investment Specialist/ Financial Advisor (Chesterfield, MO) Compensation: Compensation is commensurate with experience Full -time position available. Apply only if you want to become a financial advisor and you are comfortable selling financial services products. Securities (S6 or S7, S63), as well as life & health licenses is preferred. Experienced Financial Advisor and office investment specialist is seeking a full-time partner for 30-40+ hours per week. Duties include working with a financial advisor in the Chesterfield area servicing and marketing to individuals, business owners, and families. We are looking for someone with strong inter-personal skills, professional experience in an office environment (experience in the financial services industry is required) and excellent organizational skills. A sales background is preferred. Applicants should also have the ability to adapt to change, be self-motivated, and a fast learner. Qualifications include: Superior organization skills and attention to detail Ability to multi-task, prioritize effectively and be a self-starter Strong written and oral communication skills Experience in Microsoft Office, Word, Power Point, Outlook and Excel Duties of the position: Scheduling, phoning, calling clients and prospects, marketing, and client event coordination Make our clients feel valued by providing efficient and timely customer service Assist in office activities including drafting professional emails and letters, conducting client reviews, explaining investment accounts and insurance polices and selling financial products. Also, conducting prospective client meetings to assist with data gathering and reepresenting the firm professionally both inside and outside the office. Assist in the construction and implementation of financial plans Transition support to new financial advisors To apply, please email us a cover letter and resume. Only qualified, experienced candidates will be contacted for an interview.

Job Type: Full-time

Salary: $50,000.00 to $100,000.00 /year


  • Bachelor's (Preferred)

Work authorization:

  • United States (Required)