Teams at Synergy Wealth Solutions

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.