Financial Advisor: Paid Training & Growth Path

Synergy Wealth Solutions; Chesterfield (MO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid training

Mentorship

Job summary

Synergy Wealth Solutions is seeking a motivated Financial Advisor to build a career focused on holistic planning and exceptional client service. We provide structured training, mentorship, and support to help you ramp quickly and grow professionally.

You’ll learn to build relationships, uncover client needs, and deliver planning-based solutions across protection, investments, and retirement. Success hinges on coachability, ambition, and consistent effort.

Qualifications

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

Responsibilities

• Build relationships through networking, referrals, warm introductions, and community involvement.
• Prospect for new clients and create opportunities through consistent business development activity.
• Meet with individuals, families, and business owners to understand financial goals and priorities.
• Learn to present solutions across protection, investments, retirement, and broader planning needs.
• Participate in training focused on planning, product knowledge, sales, and practice management.
• Work alongside experienced advisors to accelerate learning and confidence.
• Develop skills in fact-finding, discovery conversations, and recommendation delivery.
• Build daily and weekly habits that drive pipeline growth and long-term success.

Skills

Communication skills

Interpersonal skills

Coachability

Self-motivation

Relationship-building

Sales/Business development

Education

Bachelor’s degree preferred

Job description

Synergy Wealth Solutions is seeking a motivated Financial Advisor to build a career focused on holistic planning and exceptional client service. We provide structured training, mentorship, and support to help you ramp quickly and grow professionally.

You’ll learn to build relationships, uncover client needs, and deliver planning-based solutions across protection, investments, and retirement. Success hinges on coachability, ambition, and consistent effort.