Career Changer Financial Advisor

Capstone Financial, LLC; Overland Park (KS); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Training and mentorship

Career development path

Job summary

Synergy Wealth Solutions is seeking a motivated Career Changer Financial Advisor who can build a planning-focused practice, develop client relationships, and help people make informed financial decisions. You’ll receive structured training, mentorship, and support to grow a client base and a trusted advisory practice.

This role targets professionals from sales, leadership, education, coaching, recruiting, hospitality, or business ownership who are hungry, resilient, and ready to pursue

Qualifications

• Professional experience in a relationship-driven, performance-oriented, or leadership-based role.
• Strong communication, influence, and interpersonal skills.
• Self-starter mindset with ambition and resilience.
• Comfort with business development and activity-based goals.
• Coachability, integrity, and a desire to make a meaningful difference.

Responsibilities

• Relationship Building & Business Development: Leverage your strengths to 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.
• Career Transition & Advisor Development: 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 help shorten the learning curve.
• Develop confidence in discussing retirement, protection, investment, and planning topics.
• Client Impact: Help individuals and families think more clearly and confidently about their future.
• Provide exceptional service and follow-through.
• Build a career centered on trust, relationships, and meaningful outcomes.
• What Makes You a Great Fit: Professional experience in relationship-driven, performance-oriented, or leadership-based roles.
• Strong communication, influence, and interpersonal skills.
• A self-starter mindset with ambition and resilience.
• Comfort with business development and activity-based goals.
• Coachability, integrity, and a desire to make a meaningful difference.

Skills

Communication skills

Influence

Interpersonal skills

Relationship-building

Leadership experience

Self-starter

Resilience

Business development

Coachable

Job description

About Us

At Synergy Wealth Solutions, we know some of the best financial advisors start in entirely different industries. If you have built trust, influenced decisions, grown relationships, or delivered results in another field, you may already have the foundation to succeed here. We provide the development, support, and environment to help you turn those strengths into a meaningful career in financial services.

The Role

We are 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 practice, develop new client relationships, and help people make smart financial decisions.

This role is best suited for someone who is hungry, resilient, influential, and ready to bet on themselves in a business where relationships matter.

What You’ll Do

Relationship Building & Business Development

• Leverage your existing strengths to 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

Career Transition & Advisor Development

• 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 help shorten the learning curve
• Develop confidence in discussing retirement, protection, investment, and planning topics

Client Impact

• Help individuals and families think more clearly and confidently about their future
• Provide exceptional service and follow-through
• Build a career centered on trust, relationships, and meaningful outcomes

What Makes You a Great Fit

• Professional experience in a relationship-driven, performance-oriented, or leadership-based role
• Strong communication, influence, and interpersonal skills
• A self-starter mindset with ambition and resilience
• Comfort with business development and activity-based goals
• Coachability, integrity, and a desire to make a meaningful difference

Why You’ll Love It Here

• A career with significant earning potential and long-term upside
• Training and mentorship designed specifically to help you transition successfully
• A positive, growth-oriented culture with strong support
• The opportunity to build a business while helping others pursue financial freedom
• A path that rewards initiative, consistency, and relationship-building ability