Teams at Synergy Wealth Solutions

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.

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 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.