At Synergy Wealth Solutions, we do more than deliver financial products—we help people build real financial confidence through holistic planning, exceptional service, and a culture that is competitive, supportive, and deeply relationship-driven. We are building a firm where ambitious people can grow, win, and make a meaningful impact for clients, advisors, and their communities.
The Role:We are seeking a high-performing Leadership Director who has built a successful financial advisory practice and is ready to lead others to the same level of achievement. This role is for someone with real-world credibility, strong business instincts, and the ability to influence, coach, and elevate people in a high-performance environment.
You will recruit, develop, and lead a team of financial advisors while shaping culture, accountability, and growth. You will help advisors translate potential into production, build stronger practices, and raise the standard for client experience across the firm.
This role is best suited for a leader who knows how to create momentum, earn trust quickly, and build something bigger than their own practice.
What You'll Do:Recruiting & Team Growth
Lead recruiting efforts aligned with the firm’s growth strategy and high-performance culture
Personally source experienced and emerging advisor talent through referrals, networking, and proactive outreach
Evaluate candidates for sales capability, mindset, coachability, and cultural alignment
Partner closely with recruiting and leadership teams throughout the selection process
Advisor Leadership & Development
Coach advisors on prospecting, client acquisition, case development, and long-term practice growth
Provide hands-on leadership around planning opportunities, business strategy, and closing support
Lead team meetings that turn training into execution and execution into results
Set clear expectations around activity, pipeline discipline, appointments, and production—and hold people accountable
Help advisors fully leverage the firm’s planning, operational, and support resources
Culture & Performance
Reinforce a culture built on ambition, integrity, service, and continuous improvement
Partner with firm leadership on performance initiatives, advisor development, and business planning
Support compliance, continuing education, and firm standards across the advisor team
What Makes You a Great Fit:Bachelor’s degree in business, management, or a related field preferred
Proven success building and operating a profitable financial advisory practice
Demonstrated ability to recruit, coach, and develop high-performing advisors
Series 7 and 66 preferred or required based on market and supervision structure
Strong executive presence, sound judgment, and the ability to inspire confidence and action
Deep understanding of insurance, investments, and holistic financial planning
Why You'll Love It Here:Exceptional earning potential with meaningful upside tied to growth and performance
A leadership role with real influence over advisor development, culture, and outcomes
Strong operational, marketing, and administrative support
The opportunity to build a legacy by developing the next generation of elite advisors
A mission-driven firm that values performance, integrity, and exceptional service
Skills Required
- Proven success building and operating a profitable financial advisory practice
- Demonstrated ability to recruit, coach, and develop high-performing advisors
- Series 7 and 66 (preferred or required based on market and supervision structure)
- Deep understanding of insurance, investments, and holistic financial planning
- Strong executive presence, sound judgment, and ability to inspire confidence
- Bachelor's degree in business, management, or related field
What We Do
Synergy Wealth Solutions is a securities and investment advisory firm that provides holistic and comprehensive financial solutions. The company offers a wide range of services, including financial planning, protection products, investments, business planning, and brokerage services. Their mission is to help clients leave a lasting legacy through the collaborative efforts of their team and innovative financial strategies.
