Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is listed in Overland Park, KS. The posting does not specify a work arrangement or numeric compensation; it describes attractive earning potential. Synergy Wealth Solutions provides planning, wealth-management, protection, operational, marketing, and leadership support to advisors. The advisor serves individuals, families, and business owners through holistic financial planning and ongoing client relationships while growing a practice. The role includes prospecting and referrals, client acquisition and retention, collaboration with internal specialists, and contributing to a team-oriented service culture.

What you'll do

• Deliver financial planning tailored to client goals and life stages
• advise on retirement planning, protection strategies, investments, and wealth management
• communicate proactively and provide ongoing service
• identify opportunities to expand client relationships
• grow a practice through referrals, centers of influence, and networking
• use firm planning, operational, and leadership resources
• collaborate with internal specialists
• share best practices in client service and business development.

What we're looking for

Skills & competencies

experienced financial advisor

financial planning

wealth management

retirement planning

protection strategies

investments

client relationships

practice growth

referrals

overland park ks

synergy wealth solutions

advisor support

Work arrangement

• Weekend coverage required

Benefits & perks

• Planning, operational, marketing, and leadership resources
• the posting describes attractive earning potential without specifying numeric compensation.

Why this role

The firm supports multiple practice models, including holistic planning, wealth management, and protection-focused business development.

About the employer

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