Financial Services Representative

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

At Synergy Wealth Solutions, we believe great advisors can come from many backgrounds. What matters most is drive, coachability, integrity, and the ability to build trust with people. We provide the training, mentorship, and support needed to help new advisors grow into confident professionals who deliver holistic planning and exceptional service.

The Role:

We are seeking a motivated, people-oriented Financial Advisor who is ready to build a career with strong long-term upside. This role is ideal for someone who is persuasive, competitive, entrepreneurial, and energized by the opportunity to grow a business while making a real difference in clients’ lives.

You will participate in a structured advisor development path with paid training, mentorship, and practical support designed to help you ramp quickly. You will learn how to build relationships, generate opportunities, uncover client needs, and deliver planning-based solutions with confidence.

This role is best suited for someone who is coachable, action-oriented, and excited by the idea of building a career where effort, influence, and consistency matter.

What You'll Do:

Client & Business Development

• 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

Client Experience

• Deliver thoughtful, responsive, relationship-driven service
• Help clients think holistically about their financial future
• Use firm tools and resources to support strong planning outcomes

What Makes You a Great Fit:

• Bachelor’s degree preferred, but not required for the right candidate
• Professional experience in sales, athletics, hospitality, education, recruiting, business development, or other relationship-driven roles is a plus
• Highly coachable, ambitious, and self-motivated
• Strong communication and interpersonal skills
• Comfort with activity-based business development and performance goals
• Interest in financial planning, entrepreneurship, and long-term relationship building

Why You'll Love It Here:

• Strong earning potential with upside tied to your effort, growth, and results
• Paid training, mentorship, and support designed to help you ramp faster
• A collaborative culture that values positivity, ambition, and service
• Access to planning, operational, and leadership resources
• The chance to build a rewarding career helping people pursue financial freedom