Aspiring Financial Advisor — Paid Training & Mentorship

Synergy Wealth Solutions; Overland Park (KS); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Paid training

Mentorship

Career development

Job summary

Synergy Wealth Solutions in Overland Park, KS is seeking a motivated Financial Advisor to build a long-term career with strong upside. The role rewards drive, coachability, and trust-building as you deliver holistic planning and exceptional service.

You'll enter a structured advisor development path with paid training, mentorship, and practical support to ramp quickly. You will learn to build relationships, uncover client needs, and present planning-based solutions with confidence.

Qualifications

• Bachelor’s degree preferred, but not required for the right candidate.
• Experience in sales, athletics, hospitality, education or other relationship-driven roles is a plus.
• Highly coachable, ambitious, and self-motivated with strong communication.

Responsibilities

• Build relationships through networking, referrals and community involvement.
• Prospect for new clients and create opportunities through consistent business development.
• Meet with individuals, families and business owners to understand financial goals and priorities.
• Learn to present solutions across protection, investments, retirement and planning needs.
• Participate in training focused on planning, product knowledge, and practice management.
• Deliver thoughtful, relationship-driven service and help clients with long-term planning.

Skills

People skills

Communication skills

Networking

Relationship building

Self-motivation

Education

Bachelor’s degree preferred

Job description

Synergy Wealth Solutions in Overland Park, KS is seeking a motivated Financial Advisor to build a long-term career with strong upside. The role rewards drive, coachability, and trust-building as you deliver holistic planning and exceptional service.

You'll enter a structured advisor development path with paid training, mentorship, and practical support to ramp quickly. You will learn to build relationships, uncover client needs, and present planning-based solutions with confidence.