Inexperienced Financial Advisor
Synergy Wealth Solutions
Job Description
Job Description
About Us:
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
Advisor Development
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
#LI-CB1
#LI-SWS1
- ...we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and... ...long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and...SuggestedFull timeInternship
Synergy Wealth Solutions
Overland Park, KS2 days ago - Company Description Synergy Wealth Solutions is a financial services firm located in St. Louis, MO and Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative...No experienceFull timeContract work
- Merrill is seeking an entry-level Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and building foundational advisory skills. You will learn to acquire, build, and manage client relationships while addressing complex financial needs...Suggested
- ...Overland Park, KS. This role handles teller transactions, assists customers with accounts, and cross-sells bank products to help meet financial goals. The CSA II provides friendly, confidential service in lobby, drive-thru, or by phone, ensuring accuracy and satisfaction...Suggested
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Leawood, KS3 days ago- ...Position TitlePatient Financial AdvisorIndian Creek Medical Plaza 2Position Summary / Career Interest:The Reproductive endocrinology, and infertility Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the...Work at office
The University of Kansas Health System
Overland Park, KS1 day ago - ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...Full timeTemporary workFlexible hours
Edward Jones
Overland Park, KS4 days ago - About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...communities around the world. Job Description Work with an experienced advisor to build a personal book of business and help shape clients'...Full timePart time
- 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...
- Ameriprise Financial Services, LLC. is seeking a motivated individual to partner with an experienced advisor and build a personal client book in Overland Park, KS. You will help shape clients' financial futures by developing ongoing planning relationships and new leads....Traineeship
- Commerce Bank in Overland Park, Kansas is seeking a motivated Financial Advisor to sell investment products to individual investors. You will manage an existing client book, partner with internal teams to create new opportunities, and use digital tools to enhance the client...
- Senior Financial Advisor - Experienced Professionals Join the mission. Coach those who serve. At First Command, we’ve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact...For contractorsLocal areaFlexible hoursShift work
- First Command seeks a Senior Financial Advisor to guide seasoned clients with comprehensive financial planning. You will deliver wealth management strategies, retirement income planning, and estate considerations resulting from long-standing client relationships and trusted...
- Commerce Bank is seeking a motivated Financial Advisor for the Kansas City market, based in Overland Park, KS. The role focuses on selling investment products to individual investors and managing an existing book of clients. The candidate will work with internal teams to...
- Position Overview The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring...Remote jobWork at officeImmediate startFlexible hours
- Western & Southern Life is seeking a Financial Representative in Overland Park to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and sell appropriate financial solutions in an ethical, client-focused manner...Local area
- Position Summary / Career Interest The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare...Full time
- Concorde Career Colleges seeks a diligent Financial Aid Advisor to guide students through federal, state, and institutional aid processes. You will evaluate eligibility, assist with FAFSA and loan documents, and ensure compliance while helping families understand funding...Remote job
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- Capstone Financial, LLC is looking for a motivated Financial Advisor Intern to gain real-world experience in wealth management. This full-time internship offers exposure to financial planning and mentorship from experienced advisors. Interns will assist in client meetings...Full timeInternship
$50k
...more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure... ...to you, keep reading and let’s talk. Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial...Full timeShift work- A financial services firm in Overland Park is seeking a full-time Financial Services Representative to provide strategic financial solutions and assist clients with financial planning and investments. The role requires at least one year of experience as a licensed financial...Full time
- ...Description About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help them build the kind... ...term relationships. The Role: We are seeking an Experienced Financial Advisor with a track record of building relationships,...
Synergy Wealth Solutions
Overland Park, KS13 days ago - ...Job Description Job Description About Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial... ...to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control...Flexible hours
Renaissance Financial Corporation
Overland Park, KS9 days ago - Corebridge Financial is seeking an organized Administrative Support specialist to back one or more Financial Advisors in a remote KS role. You will handle calls, data entry, appointment coordination, and client correspondence, ensuring accurate records and confidentiality...Remote jobWork at office
- Synergy Wealth Solutions is seeking a motivated Career Changer Financial Advisor who can build a planning-focused practice, develop client relationships, and help people make informed financial decisions. You’ll receive structured training, mentorship, and support to grow...
- AFE Private Wealth is seeking an Associate Financial Advisor to join a team of professionals working on client goals. This on-site role in Overland Park offers growth opportunities and a fast-paced environment. Ideal candidates are eager to learn, hungry for success, and...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...
- Universal Technical Institute, Inc. seeks a Financial Aid Advisor to guide students and families through the financial aid process. You will evaluate eligibility, advise on funding options, and ensure compliance with federal, state, and institutional rules. The role also...
- Associate Financial Advisor - Join a Firm Going 10X! On-site only, Overland Park. Are you ready to take your career to the moon (and beyond)? At AFE Private Wealth, we’re not just growing; we’re scaling at 10x speed. And we need you to help us navigate this rocket ship...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Inexperienced Financial Advisor. Be the first to apply!
- financial counselor Overland Park, KS
- junior oracle financial functional consultant Overland Park, KS
- associate corporate finance Overland Park, KS
- financial advisor associate Overland Park, KS
- financial consultant Overland Park, KS
- financial advisor training program Overland Park, KS
- estate planning consultant Overland Park, KS
- financial planning administrator Overland Park, KS
- associate leveraged finance Overland Park, KS
- project finance associate Overland Park, KS