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Financial Services Advisor & Planner; Licensing Path

Listing for: Synergy Wealth Solutions
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 45000 - 75000 USD Yearly USD 45000.00 75000.00 YEAR

Job Description & How to Apply Below

Position: Financial Services Advisor & Planner (Licensing Path)
A financial services firm in Overland Park is seeking a full-time Financial Services Representative to provide strategic financial solutions and assist clients with financial planning and investments. The role requires at least one year of experience as a licensed financial representative, alongside analytical and communication skills, with a strong interest in wealth management. Candidates will engage in marketing efforts and business development to enhance their client base.

Join a company backed by a Fortune 100 partner and thrive in a competitive environment.
We have an opening for a Financial Services Advisor & Planner (Licensing Path) in Overland Park, KS, United States within Finance. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Overland Park, KS, United States.
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