Financial Advisor Position Description

About Synergy CPA Tax and Financial Services LLC

Synergy CPA Tax & Financial Services LLC is a Michigan company with 6 offices across the USA. Our company offers the following professional services.

· Business and individual tax

· Payroll processing

· Business and individual retirement plan.

· Life and health insurance.

· Education fund

· Family and/or business investment strategies and planning.

Our company is growing and providing internship, part time and full time position opportunities for those who are interested in the business area. We will help apply for OPT/CPT with potential H1B if needed.

Why us?

· Being your own boss and Business Tax Write-offs

· Learn finance and business management knowledge

· Dynamic people

· Team-oriented and partnership environment -A Business For Yourself, But not By Yourself

· Virtual office

· Excellent training

· Competitive incentive

· Opportunity for advancement

· OPT/CPT with potential H1B can be considered if needed

Position Summary

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

Job Duties

• Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.

• Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

• Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

• Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

• Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

• Provides financial management information by preparing financial status analyses and reports.

• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

• Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

• Helps clients pursue and meet their financial goals by recommending suitable investment products and services

• Receive ongoing professional development to deepen your skills and optimize your practice as the industry evolves

Qualifications:

• Dedicated self-starter

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

• A people person and team player

• Customers focus

Job Types: internship, part time and Full-time, Commission

To apply for this position, please send your resume to us at hr@synergycpafinancial.com.