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Financial Advisor

Company: Synergy Wealth Solutions
Location: Rogers
Posted on: January 16, 2022

Job Description:

The ideal candidate is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals.

  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
  • Identifying and pursuing potential clients to maintain a strong client base
    • Bachelor's degree in Finance or related field preferred
    • 3+ years of industry, sales or management experience
    • Excellent interpersonal skills

Keywords: Synergy Wealth Solutions, Rogers , Financial Advisor, Accounting, Auditing , Rogers, Arkansas

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