Financial Advisor Position

Job Location

Published By

Synergy CPA Tax & Financial Services LLC

Type of Job

Internship, part time and full time position opportunities

Published Date

About the job

This Position helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances. Coach customers on how to build a holistic financial plan including aspects of:

• Savings
• Investments
• Insurance
• Annuity


•                     Dedicated self-starter

•                     Be self-motivated, hard-working, ethical, and able to work independently

•                     A people person and team player

•                     Customers focus

About us


Fully remote