Experienced Financial Advisor

Job Description

Job Description

About Us:

At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help them build the kind of practice they actually want. Our platform combines holistic planning, wealth management support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term relationships.

The Role:

We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business, and serving clients well. This opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development.

You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.

This role is best suited for someone who is confident, relational, and motivated by the chance to keep growing without having to do it all alone.

What You'll Do:

Client Planning & Advice

Deliver holistic financial planning tailored to each client’s goals, needs, and stage of life

Provide guidance across retirement planning, protection strategies, investments, and broader wealth management needs

Deepen client relationships through proactive communication and ongoing service

Identify opportunities to expand share of wallet while improving client outcomes

Practice Growth

Continue building and growing your practice through referrals, centers of influence, and strategic networking

Leverage the firm’s planning, operational, and leadership support to create scale

Collaborate with internal specialists and support teams to elevate the client experience

Leadership & Influence

Contribute to a high-performance, team-first culture while maintaining your own momentum

Share best practices and help model what excellent client service and business development look like in practice

What Makes You a Great Fit:

Experience as a financial advisor, wealth advisor, planner, or producer in financial services

Demonstrated success in client acquisition, retention, and relationship management

Strong understanding of holistic financial planning, wealth management, or protection-based strategy

Licensing and registrations appropriate for the role and market

A proactive, persuasive, and relationship-driven approach to growth

Why You'll Love It Here:

Attractive earning potential with room to grow well beyond your current ceiling

A platform built around planning depth, exceptional service, and advisor support

Strong operational, marketing, and planning resources

A culture that values both independence and collaboration

The opportunity to keep growing your practice with the backing of a high-quality team

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