Company: Synergy Wealth Solutions
Posted on: January 16, 2022
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
- 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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