Holistic Financial Advisor: Planning, Investments & Growth

Synergy Wealth Solutions; Overland Park (KS); On-site; USD 65,000 - 95,000; Full time

Job summary

Synergy Wealth Solutions in Overland Park, KS, is seeking a Financial Advisor to meet with clients, assess goals, and develop customized strategies across investments, retirement planning, and insurance. This full-time, on-site role emphasizes collaborative service and deep client relationships.

You will prepare financial proposals, maintain client records, stay current on market trends, and work with colleagues to deliver comprehensive solutions.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to create holistic, client-focused strategies.
• Solid foundation in Finance and Investments to analyze options and construct appropriate portfolios.
• Expertise in Retirement Planning to help clients prepare for long-term income needs and future goals.
• Relevant professional licenses (such as securities and insurance licenses) and progress toward or completion of designations like CFP®, ChFC®, or similar credentials are beneficial.
• Bachelor’s degree in finance, business, economics, or a related field is preferred, along with strong analytical, communication, and relationship-building skills.
• Demonstrated ability to work ethically, maintain confidentiality, and comply with regulatory requirements, as well as comfort with sales, business development, and working with diverse clients.

Responsibilities

• Meet with clients to assess financial goals and analyze current financial situations.
• Develop customized strategies across investments, retirement planning, and other financial solutions.
• Prepare and present financial proposals and maintain detailed client records.
• Stay current on industry trends, regulations, and market conditions; collaborate with colleagues to deliver comprehensive services.
• Network and business development to build and maintain a strong client base.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Ethical Conduct

Relationship Building

Education

Bachelor's degree in finance, business, economics

Tools

Securities licenses

Insurance licenses

CFP / ChFC progress

Job description

Synergy Wealth Solutions in Overland Park, KS, is seeking a Financial Advisor to meet with clients, assess goals, and develop customized strategies across investments, retirement planning, and insurance. This full-time, on-site role emphasizes collaborative service and deep client relationships.

You will prepare financial proposals, maintain client records, stay current on market trends, and work with colleagues to deliver comprehensive solutions.