Career-Changer: Build Your Planning Practice

Synergy Wealth Solutions

Overland Park (KS)

On-site

USD 60,000 - 95,000

Full time

6 days ago

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Benefits offered by this job

Structured training

Mentorship program

Job summary

Synergy Wealth Solutions is seeking a motivated Career Changer Financial Advisor who is ready to build something with greater purpose, flexibility, and income potential. This role is ideal for professionals who have succeeded in sales, leadership, education, coaching, recruiting, hospitality, business ownership, or other people-centered environments and are ready for a new challenge.

You will receive structured training, mentorship, and support as you learn how to build a planning-focused

Qualifications

Professional experience in a relationship-driven, performance-oriented, or leadership-based role.

Responsibilities

Build trust and develop new client relationships.
Network in the community and generate opportunities through referrals and outreach.
Meet with clients to understand goals, needs, and priorities.
Present planning-based strategies that support long-term financial well-being.
Participate in training around financial planning, client conversations, and business development.
Learn how advisors build and manage a successful practice.
Work closely with experienced professionals who will shorten the learning curve.
Develop confidence in discussing retirement, protection, investment, and planning topics.