Synergy Wealth Solutions

Executive Assistant

Entry-level executive assistant with strong organization, communication, and multi-tasking skills; office experience preferred.

Financial Advisor (Experienced)

Financial Advisor

Excellent analytical and problem-solving skills; effective communication and interpersonal skills; ability to build and maintain client relationships; Series 7/66 licenses and Life/Health Insurance licensed a plus.

Financial Services Representative (Inexperienced)

Financial Services Representative

Entry level role requiring licensing within 12 months; strong communication and analytical skills; on-site; life/health insurance, Series 7, Series 66 licenses.

Entry-level role requiring licensing within 12 months; strong communication, problem solving, and client relationships.

Leadership Director

Leadership experience in building and leading a profitable financial advisory practice; Series 7 and 66; recruiting and coaching advisors; strong sales leadership.

Experience leading and building a profitable financial advisory practice; proven recruiting, development, and leadership of advisors; Series 7 and 66; bachelor's in business or related field; strong sales leadership and coaching.

Title	Location	Date
Executive Assistant Full Time · $48K-$70K · 0+ YOE Columbia, Missouri, United States · Onsite	Columbia, Missouri, United States Onsite	Mar 10, 2026
Financial Advisor (Experienced) Full Time Chesterfield, Missouri, United States · Onsite	Chesterfield, Missouri, United States Onsite	Feb 9, 2026
Financial Services Representative (Inexperienced) Full Time · 0+ YOE Chesterfield, Missouri, United States · Onsite	Chesterfield, Missouri, United States Onsite	Feb 9, 2026
Financial Services Representative (Inexperienced) Full Time · 1+ YOE Overland Park, Kansas, United States · Onsite	Overland Park, Kansas, United States Onsite	Feb 9, 2026
Leadership Director Full Time Overland Park, Kansas, United States · Onsite	Overland Park, Kansas, United States Onsite	Jan 15, 2026
Leadership Director Full Time Chesterfield, Missouri, United States · Onsite	Chesterfield, Missouri, United States Onsite	Jan 15, 2026

Activities	Financial planningInvestment managementRetirement planningInsurance brokerageEstate planning
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Synergy Wealth Solutions
Employees	200
Type	Private
Tagline	Personal and business financial planning and insurance services.
Founded	2,017
Website	synergywealthsolutions.com

Synergy Wealth Solutions

About Synergy Wealth Solutions