Career Changer Financial Advisor

Job overview

The Career Changer Financial Advisor role is onsite in Overland Park, KS. Compensation is not specified. Synergy Wealth Solutions offers training and mentorship to help professionals transition into financial services. The advisor develops client relationships and a planning-focused practice, helping individuals and families consider financial goals and make informed decisions. The role uses relationship-building and business development to support clients’ long-term financial well-being.

What you'll do

• Build client relationships through networking, referrals, and outreach
• meet clients to understand goals and priorities
• present planning-based strategies
• participate in training and mentorship
• learn to develop and manage an advisory practice
• discuss retirement, protection, investment, and planning topics
• provide client service and follow-through.

What we're looking for

Skills & competencies

financial advisor

career transition

overland park ks

synergy wealth solutions

financial planning

client relationships

business development

retirement planning

investment planning

training

mentorship

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• Training, mentorship, and a supportive growth-oriented culture are described.

Why this role

The posting is aimed at professionals transitioning from other fields and describes structured training and mentorship.

About the employer

Synergy Wealth Solutions is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.