Leadership Director

Synergy Wealth Solutions • Chesterfield, MO

2d

About The Position

Synergy Wealth Solutions is seeking a high-performing Leadership Director with a proven track record in building a successful financial advisory practice. This role is designed for an individual ready to lead others to achieve similar success. The ideal candidate possesses real-world credibility, strong business acumen, and the ability to influence, coach, and elevate individuals within a high-performance environment. The Leadership Director will be responsible for recruiting and developing a team of financial advisors, shaping the firm's culture, fostering accountability, and driving growth. This role involves helping advisors maximize their potential, build stronger practices, and enhance the client experience across the firm. It is best suited for a leader adept at creating momentum, establishing trust rapidly, and contributing to something larger than their own practice.

Requirements

• Proven success building and operating a profitable financial advisory practice
• Demonstrated ability to recruit, coach, and develop high-performing advisors
• Series 7 and 66 preferred or required based on market and supervision structure
• Strong executive presence, sound judgment, and the ability to inspire confidence and action
• Deep understanding of insurance, investments, and holistic financial planning

Nice To Haves

• Bachelor’s degree in business, management, or a related field preferred

Responsibilities

• Lead recruiting efforts aligned with the firm’s growth strategy and high-performance culture.
• Personally source experienced and emerging advisor talent through referrals, networking, and proactive outreach.
• Evaluate candidates for sales capability, mindset, coachability, and cultural alignment.
• Partner closely with recruiting and leadership teams throughout the selection process.
• Coach advisors on prospecting, client acquisition, case development, and long-term practice growth.
• Provide hands-on leadership around planning opportunities, business strategy, and closing support.
• Lead team meetings that turn training into execution and execution into results.
• Set clear expectations around activity, pipeline discipline, appointments, and production—and hold people accountable.
• Help advisors fully leverage the firm’s planning, operational, and support resources.
• Reinforce a culture built on ambition, integrity, service, and continuous improvement.
• Partner with firm leadership on performance initiatives, advisor development, and business planning.
• Support compliance, continuing education, and firm standards across the advisor team.

Benefits

• Exceptional earning potential with meaningful upside tied to growth and performance
• A leadership role with real influence over advisor development, culture, and outcomes
• Strong operational, marketing, and administrative support
• The opportunity to build a legacy by developing the next generation of elite advisors
• A mission-driven firm that values performance, integrity, and exceptional service

What This Job Offers

• Job Type: Full-time
• Career Level: Senior