Experienced Financial Advisor

Synergy Wealth Solutions • Chesterfield, MO

2d

About The Position

Synergy Wealth Solutions is seeking an Experienced Financial Advisor to join their team. This role is designed for advisors who want to grow their practice within a supportive firm that accommodates various practice models, including holistic planning, wealth management, or protection-focused business development. The advisor will work with individuals, families, and business owners to provide advice, strengthen client relationships, and expand their practice in a growth-oriented environment. The ideal candidate is confident, relational, and motivated by growth opportunities with team support.

Requirements

• 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.

Responsibilities

• 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.
• 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.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed