Inexperienced Financial Advisor

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.

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.

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

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

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

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