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Financial Planner & Wealth Advisory Specialist
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-02-12
Listing for:
Synergy Wealth Solutions
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial services firm is seeking a Financial Services Representative to provide strategic financial solutions, assist clients with financial planning and retirement strategies, and sell insurance products. The role requires excellent analytical skills, effective communication, and the ability to build client relationships. Candidates must be willing to obtain Life/Health Insurance, Series 7, and Series 66 licenses within 12 months. Join to benefit from the backing of a Fortune 100 Company and grow your book of business.
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