Growth-Oriented Financial Advisor with Paid Training

Synergy Wealth Solutions; Overland Park (KS); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Paid training

Mentorship

Supportive team

Career growth

Job summary

Synergy Wealth Solutions is seeking a motivated Financial Advisor to join a training‑driven, mentorship‑oriented environment in Overland Park, KS. The role emphasizes building client relationships, delivering holistic financial planning, and growing a practice with strong long‑term upside.

You will participate in a structured advisor development path with paid training and practical support to ramp quickly, learning to uncover client needs and present tailored solutions.

Qualifications

• Bachelor’s degree preferred, but not required for the right candidate.
• Sales, athletics, hospitality, education, recruiting or other relationship-driven roles are 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.

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 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.
• Deliver thoughtful, responsive, relationship-driven service.
• Help clients think holistically about their financial future.

Skills

Persuasive

Competitive

Entrepreneurial

Coachable

Strong communication

Interpersonal skills

Relationship-building

Education

Bachelor's degree preferred

Job description

Synergy Wealth Solutions is seeking a motivated Financial Advisor to join a training‑driven, mentorship‑oriented environment in Overland Park, KS. The role emphasizes building client relationships, delivering holistic financial planning, and growing a practice with strong long‑term upside.

You will participate in a structured advisor development path with paid training and practical support to ramp quickly, learning to uncover client needs and present tailored solutions.