Career-Changer Financial Advisor: Build Your Practice

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

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