Talent.com
Synergy Wealth Solutions
Financial Advisor InternshipSynergy Wealth Solutions • Overland Park, KS, US
Financial Advisor Internship

Financial Advisor Internship

Synergy Wealth Solutions • Overland Park, KS, US
30+ days ago
Job type
  • Full-time
  • Internship
Job description
About Us: At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast. The Role: We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world exposure to a career in wealth management and financial planning. This full-time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship-building, influence, and meaningful client impact. You will gain hands-on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation-it is a front-row seat to how a planning-focused business grows. This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast-moving, people-centered environment. What You'll Do: Advisor & Planning Exposure Observe how advisors prepare for and participate in client meetings Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals Support planning and service teams with project-based work that improves the client experience Business Development Exposure Participate in prospecting, event support, and outreach initiatives Learn how advisors build trust, generate opportunities, and create long-term relationships Support marketing, networking, or client appreciation efforts as needed Professional Development Receive mentorship from experienced advisors and firm leaders Develop communication, professionalism, and relationship-building skills Gain insight into the habits and disciplines that drive long-term success in financial services What Makes You a Great Fit: Current college student, recent graduate, or early-career professional with interest in financial services Strong communication and interpersonal skills Motivated, confident, curious, and eager to learn Comfortable in a fast-paced, relationship-oriented environment Organized, dependable, and professional Why You'll Love It Here: Hands-on exposure to the financial advisor career path in a full-time development environment Mentorship from experienced advisors and firm leadership A high-energy, team-oriented culture with meaningful growth potential The opportunity to explore a career that combines purpose, relationships, and income opportunity A potential pathway into a full-time advisor role after the internship
Create a job alert for this search

Financial Advisor Internship • Overland Park, KS, US

Similar jobs

Recruiting & Sales Internship (Kansas City)

AerotekOverland Park, KS, United States
Internship

Recruiting & Sales Summer Internship.The Future Leader is responsible for learning the three phases of business that Aerotek supports within a local operation.This includes Recruiting, Account Mana... Show more

 • Promoted

Book Publishing Internship

Andrews McMeel UniversalKansas City, MO, United States
Internship

Andrews McMeel Universal is a global, independent, integrated media company providing comics, illustrated humor, and inspirational content across syndication, book, calendar, and greeting card publ... Show more

 • Promoted

Job SR Financial Aid Specialist Remote Advisor

Concorde Career CollegesShawnee Mission, KS, United States
Remote
Full-time

Financial Aid Specialist Remote AdvisorThe Sr.Financial Aid Specialist Remote Advisor plays a pivotal role in supporting campuses experiencing front-end staffing vacancies or operational challenges... Show more

 • Promoted

Drive with DoorDash - Onboarding / Onboard

DoorDashStilwell, KS, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety o... Show more

 • Promoted

Spring Internship 2028

MarksNelson, a Springline companyOverland Park, KS, United States
Full-time +1

Job Category: Internships Requisition Number: SPRIN001472.MarksNelson Overland Park, KS 66211, USA.MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources ... Show more

 • Promoted

Wealth Advisor

AprioOverland Park, KS, United States
Full-time

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their d... Show more

 • Promoted

Investment Advisory Associate

New Day Executive SearchOverland Park, KS, United States
Full-time

Our client, a boutique, client-focused wealth management firm is seeking an Investment Advisory Associate to join their growing team.This is a unique opportunity to work directly with a senior advi... Show more

 • Promoted

Remote Startup Finance Lead & CFO Advisor

Burkland IncKansas City, MO, United States
Remote
Full-time

A finance consultancy firm is seeking a Finance Consultant to provide high-level finance support to startup clients.In this remote-first role based in Kansas City, you will manage finance functions... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyCleveland, MO, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Culinary Specialist

US NavyCleveland, MO, US
Full-time

Culinary Specialists operate and manage Navy dining and lodging services, planning menus, preparing meals, managing inventories and records, and contributing directly to crew morale and readiness a... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyLeawood, KS, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

INTERN: Business Development Intern

HALOKansas City, MO, United States
Full-time

Intern: Business Development Intern.Kansas City - Kansas City, MO 64129.Position Type Internship Job Shift Day Category Business Development.Looking for an internship where you're not just observin... Show more

 • Promoted

Financial Advisor

Renaissance FinancialOverland Park, KS, United States
Full-time

What we do is not just a job it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.Louis, Overland Park, Omaha, Phoenix and Salt Lake City.Our Mis... Show more

 • Promoted

Partner - Wealth Advisor

Thorndale PartnersOverland Park, KS, United States
Full-time

Senior Wealth Advisor - Partner.Are you confined by the comp squeeze/ownership friction/legacy tech and red tape of a Wirehouse or the independent and small firm operational burnout or scaling hurd... Show more

 • Promoted

Financial & Underwriting Consultant

Alliant Insurance ServicesKansas City, MO, United States
Full-time

Advanced Underwriting And Analysis Position.Responsible for execution of all advanced pricing and analysis requests.Leads in the development and management of assigned underwriting and analyst team... Show more

 • Promoted

Sr. Financial Advisor

First National of NebraskaOverland Park, KS, United States
Full-time

At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.Financ... Show more

 • Promoted

Corporate Partnerships Intern - Fall 2026

Sporting Kansas CityKansas City, MO, United States
Temporary

The Corporate Partnerships Intern will gain hands-on experience performing a variety of roles within a fast paced, behind-the-scenes environment, with the chance to have a direct impact on professi... Show more

 • Promoted

Financial Advisor

UMBLeawood, KS, United States
Full-time

Proactive sales, business development, and ongoing relationship involvement with prospects and clients for investment (brokerage, insurance, and investment advisory) services.Establish and execute ... Show more

 • Promoted

Business Development Manager

Slice Merchant ServicesSpring Hill, KS, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Selective Surrogacy Opportunity — Premium Support & Compensation

Roots SurrogacyLouisburg, KS, US
Full-time

Roots Surrogacy is seeking exceptional women for a highly supported, premium surrogacy experience.We work with intended parents who are deeply invested in creating a respectful, connected, and well... Show more