About the role#
Synergy Wealth Solutions is looking for a Financial Advisor Intern to gain real-world experience in wealth management and financial planning. This full-time role offers a front-row seat to how advisors build relationships, prepare for client meetings, and grow a practice. You will work directly with planning and service teams to learn the day-to-day operations of the business.
What you'll do#
- Observe how advisors prepare for and participate in client meetings.
- Assist with financial planning preparation, data gathering, and follow-up tasks.
- Support planning and service teams with project-based work.
- Participate in prospecting, event support, and outreach initiatives.
- Support marketing, networking, and client appreciation efforts.
What you'll need#
- Current college student, recent graduate, or early-career professional.
- Interest in financial services.
- Strong communication and interpersonal skills.
- Organized, dependable, and professional work habits.
- Majors in Finance, Business Administration, Economics, or Marketing are preferred.
Location & details#
- Location: Chesterfield, Missouri.
- Work Modality: On-site.
- Employment Type: Full-time.
- Compensation: Paid internship.
- Term: Rolling.
- Sponsorship: Not available.
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.
