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Posted: Thursday, January 18, 2018 12:10 AM

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Financial Advisor
Synergy Financial Advisors
Midvale, UT 84047
Job Description
Synergy Financial Advisors is seeking an Experienced Financial Advisor to join our firm. This person will be responsible for supporting an assigned client base and learning the company investment/planning platform while building a book of business. He/she will also provide support to the registered representative in rebalancing, maintaining, and monitoring client model portfolios, trading securities for clients, preparing reports, client service issues, inputting data, and preparing financial plans for clients at an expert level.
Qualifications
REQUIRED QUALIFICATIONS
Four-year college degree
Series 65 or 66 License
Series 7 License
Previous Financial Advisor experience, sales or small business owner experience a plus.
Demonstrated ability to generate new clients.
PREFERRED QUALIFICATIONS
Ability to build relationships, provide superior customer service, learn a complex business, and have the self discipline to focus on activities that will drive results.
Outstanding communication skills and attention to detail.
Willingness and desire to be part of a team environment and learn through mentoring.
High level of confidence, perseverance and desire to achieve.
Phone:
801-352-6005
Fax:
801-352-6007
E-mail address:
cheryl@synergyfa.com

• Location: Salt Lake City

• Post ID: 17419312 saltlakecity
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