About the role#
We are looking for a Financial Advisor Intern to join our team in Overland Park. This full-time position provides real-world exposure to wealth management and financial planning. You will work directly with experienced advisors to learn how they build practices, manage client relationships, and plan for long-term financial goals.
What you'll do#
- Observe how advisors prepare for and participate in client meetings.
- Assist with financial planning preparation, data gathering, and internal coordination.
- Support follow-up tasks to ensure clients receive consistent service.
- Participate in prospecting, event support, and outreach initiatives.
- Help with marketing, networking, and client appreciation efforts.
- Receive mentorship from experienced advisors and firm leaders to build your professional skills.
What you'll need#
- Current college student, recent graduate, or early-career professional interested in financial services.
- Studies in Finance, Business Administration, or Economics.
- Strong communication and interpersonal skills.
- A motivated, confident, and curious mindset.
- Ability to work in an environment centered on relationships.
- Professional, organized, and dependable work habits.
Location & details#
- Location: Overland Park, Kansas.
- Work Modality: On-site.
- Employment Type: Full-time.
- Compensation: Paid internship.
- Term: Rolling.
About Synergy Wealth Solutions
Synergy Wealth Solutions operates as a financial services firm based in Chesterfield, Missouri. The company employs 177 professionals who provide strategic financial planning to over 62,000 clients. It maintains additional office locations in Overland Park, Kansas, and Springfield, Missouri. The firm has functioned as a private entity since its founding in 2017.
How to get in at Synergy Wealth Solutions
Applying early to Synergy Wealth Solutions gives you a distinct advantage because recruiters review the first wave of candidates before the applicant pool grows. Intern Insider sends an instant alert the moment a role matching your target is published, so you can submit your materials among the first. This helps you avoid the frustration of getting lost in a massive queue of late-stage applicants. You should also look for the recruiters behind these roles to reach out directly for a referral or to ask specific questions about the position. Intern Insider surfaces these contacts so you can move beyond the standard portal, which often improves your response rates. Connecting with a human at the firm shows you have done your homework and are genuinely interested in the work they do.
