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
Requirements
• Dedicated self-starter
• Be self-motivated, hard-working, ethical, and able to work independently
• A people person and team player
• Customers focus
About us
Address
Fully remote