Jobs at Synergy Wealth Solutions

Serve as primary client contact and manage daily practice operations: scheduling, follow-ups, CRM and database maintenance, tracking projects in Excel, supporting implementations and process improvements while ensuring compliance and accurate client records.

Provide annuity product expertise and retirement income planning support to financial advisors. Consult on product selection, prepare illustrations and proposals, assist with applications and case placement, deliver training and market updates, and collaborate with operations, compliance, wholesalers, and carriers to grow annuity production and improve advisor experience.

Join as a Career Changer Financial Advisor to build a client-facing planning practice. You'll receive training and mentorship, develop client relationships, generate referrals, present financial planning strategies, and provide ongoing service to help individuals and families meet long-term goals. Role emphasizes business development, trust-based advising, and relationship management.

Join a structured advisor development program with paid training and mentorship to build client relationships, prospect for new business, deliver holistic financial planning solutions, and develop sales and practice-management habits to grow a sustainable advisory practice.

Build a planning-focused financial advisory practice through training and mentorship. Develop client relationships, prospect and network, conduct client meetings, present financial planning strategies, and deliver ongoing service to help clients reach long-term financial goals.

Deliver holistic financial planning and advice across retirement, investments, protection, and wealth management. Grow and deepen client relationships, originate new business via referrals and networking, and collaborate with internal specialists and support teams to scale a high-quality advisory practice while contributing leadership and best practices.

Provide holistic financial planning and wealth management to individuals, families, and business owners. Deepen client relationships, offer retirement, protection, and investment guidance, and grow a book of business through referrals and networking while collaborating with internal specialists.

Full-time internship providing hands-on exposure to financial planning and advisor practice: observe client meetings, assist with planning preparation, data gathering, outreach, marketing support, and business development activities while receiving mentorship and professional development with potential pathway to a full-time advisor role.

Full-time internship offering hands-on exposure to financial planning and advisor practice: observe client meetings, assist with data gathering and planning prep, support business development and marketing activities, and receive mentorship to develop communication and relationship-building skills.

Lead recruiting, development, and performance of financial advisors. Coach on prospecting, client acquisition, planning, and closing. Drive practice growth, set accountability and production standards, run execution-focused meetings, and reinforce a high-performance culture while supporting compliance and firm resources.

Lead recruiting, coach and develop financial advisors, drive practice growth and accountability, shape firm culture, and support compliance and advisor performance to increase production and client experience.

Build and grow a client base through networking and prospecting, meet with clients to assess goals, recommend planning and product solutions, participate in paid training and mentorship, and deliver relationship-driven service using firm tools to support financial planning outcomes.