Teams 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.