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Synergize Financial Jobs (NOW HIRING)

Cityview Helicopter Tours

Financial Planner

Atlanta, GA · On-site

$73K - $98K/yr

This may include adding additional services (via upsell), but it will more likely mean providing thoughts and input that will synergize the relationship between our agency and the client. Here are ...

Ingevity

Accounting Associate

Covington, VA

Finance Are you ready to do something remarkable? Ready to collaborate with an incredible team to ... We value each person's unique talents and synergize them to create meaningful impact and ...

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Synergize Financial information

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$10

$23

$40

How much do synergize financial jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for synergize financial in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What kinds of teamwork and collaboration are typical for a financial advisor at Synergize Financial?

Financial advisors at Synergize Financial frequently collaborate with internal teams such as client service, compliance, and investment research to deliver holistic solutions for clients. Regular interactions with colleagues ensure that advisors stay informed about new financial products, regulatory updates, and best practices. This team-oriented environment supports both professional growth and high-quality client service, making communication and cooperation essential skills for success in the role.

What is the difference between Synergize Financial vs Financial Analyst?

AspectSynergize FinancialFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, accounting, economics, or related field; CFA certification often preferred
Work EnvironmentCorporate finance departments, consulting firms, or financial services companiesCorporations, investment banks, or financial consulting firms
Employer & Industry UsageUsed by companies seeking financial planning, analysis, and strategy supportCommonly employed for financial modeling, reporting, and investment analysis

While both roles require a finance background and similar certifications, Synergize Financial often refers to a company or platform providing financial services or solutions, whereas a Financial Analyst is a specific role focused on analyzing financial data to support decision-making. The main difference lies in Synergize Financial being a business entity or service provider, and Financial Analyst being a job title within various organizations.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Synergize Financial, and why are they important?

To thrive as a Financial Advisor, you need a strong understanding of financial planning, investment strategies, and client relationship management, typically supported by a relevant degree and certifications like CFP or Series 7/66. Familiarity with financial planning software, CRM systems, and portfolio analysis tools is commonly required. Excellent communication, active listening, and problem-solving skills help build trust and deliver customized solutions for clients. These competencies are essential for guiding clients toward their financial goals and maintaining long-term professional relationships.

What is Synergize Financial and what do they do?

Synergize Financial is a financial services company that specializes in helping individuals and families with insurance, retirement planning, and wealth management solutions. They typically work as independent brokers, offering a variety of financial products like life insurance, annuities, and investment options from multiple providers. The goal of Synergize Financial is to provide tailored financial strategies to help clients achieve their long-term financial goals and protect their assets. Their team of licensed agents works closely with clients to assess needs and recommend suitable products. They may also offer training and business opportunities for those interested in a financial services career.
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Synergize Financial jobs near you
Infographic showing various Synergize Financial job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Electrical & SDV Forecasting and Financial Planner

Electrical & SDV Forecasting and Financial Planner

General Motors

Warren, MI • On-site

$71K - $95K/yr

Full-time

Posted 3 days ago

General Motors rating

8.1

Company rating: 8.1 out of 10

Based on 303 frontline employees who took The Breakroom Quiz

5th of 44 rated automakers

Job description

Job Description

Work Arrangement - Onsite:

The successful candidate is expected to report to the Warren Tech Center on a full-time basis.

The Role:

Global Manufacturing Electrical & SDV is looking for innovators who thrive in tough challenges and are passionate about tackling meaningful work that will shape the future of the automotive industry. Thisisn'ta role for those looking for an easy path-it'sfor those who embrace change, push through obstacles, and take ownership of complex problems. While there will be long days and moments that test your resilience,you'llfind purpose in your work, flexibility to prioritize your family, and the support of a people-first culture. Ifyou'reready to grow, thrive, and make a real impact,we'dlove to hear from you.

WHY :The purpose of this role issupportingthis diverse technical organizationthrough financial planning, forecasting,and budget managementto contribute to ourcultureand strategyas we move into an exciting future.

WHAT :AsaForecasting andFinancialPlanner, you will serve as the strategicpartner forleadership to ensure clarity, alignment, and effective execution across the organization.

HOW :Supporting theleaders andthe broaderorganizationto make it happen for ourplants andcustomers.

What You'll Do (Responsibilities):

  • Own department financial planning for Global Manufacturing Electrical & SDV, including annual budget cycles, monthly/quarterly forecasts, and year-end outlooks.
  • Lead forecasting, purchase requests, and tracking for operations and capital, non-program, and program funding, ensuring alignment with strategic priorities and corporate targets.
  • Translate financials into clear, accessible stories and visuals that help the team understand where we are, where we're going, and why.
  • Quantify and communicate impact of initiatives-cost savings, efficiency gains, and quality improvements-linking them back to team goals, KPIs, and values.
  • Execute and improve internal business processes for the organization including a variety of special assignments.
  • Foster a forward-thinking, people-first work culture that embraces change and navigates future organizational and industry challenges.
  • Build and nurture strategic relationships across various functions including manufacturing, program management, finance, and purchasing to synergize efforts towards future innovations.

Your Skills and Abilities (Required Qualifications):

  • 2+ years of experience in financial planning & analysis, budgeting, or business operations.
  • 5+ years of professional experience ideally in manufacturing, engineering, or technology environments.
  • Strong financial modeling, forecasting, and variance analysis skills, with experience managing multiple funding streams (operations, capital, project funding).
  • Ability to lead through influence by building trust, fostering collaboration across functions, and guiding stakeholders toward shared objectives without direct authority.
  • Proven ability to articulate visionary concepts effectively and communicate professionally and concisely to all levels of leadership.
  • Start-up mentality - be tenacious, adaptable, and curious. Lead projects through the entire creative lifecycle, from ideation to implementation.
  • This role requires up to 10% domestic and international travel.

What Will Give You a Competitive Edge (Preferred Qualifications):

  • Thorough knowledge of Manufacturing, technical, and business processes.
  • Familiarity with GM planning and financial systems (or equivalent large-scale enterprise tools such as SAP).
  • Experience identifying and implementing opportunities to automate business processes and leverage AI-enabled tools to improve forecasting, reporting, decision-making, and overall organizational efficiency.
GM does not provide immigration-related sponsorship for this role. Do not apply for this role if you will need GM immigration sponsorship now or in the future. This includes direct company sponsorship, entry of GM as the immigration employer of record on a government form, and any work authorization requiring a written submission or other immigration support from the company (e.g., H1-B, OPT, STEM OPT, CPT, TN, J-1, etc). This role is categorized as onsite. This means the selected candidate is expected to report to a specific location on a full-time basis. The selected candidate will be required to travel <25% for this role. This job may be eligible for relocation benefits.

About GM

Our vision is a world with Zero Crashes, Zero Emissions and Zero Congestion and we embrace the responsibility to lead the change that will make our world better, safer and more equitable for all.

Why Join Us

We believe we all must make a choice every day - individually and collectively - to drive meaningful change through our words, our deeds and our culture. Every day, we want every employee to feel they belong to one General Motors team.

Benefits Overview

From day one, we're looking out for your well-being-at work and at home-so you can focus on realizing your ambitions. Learn how GM supports a rewarding career that rewards you personally by visiting Total Rewards resources.

Non-Discrimination and Equal Employment Opportunities (U.S.)

General Motors is committed to being a workplace that is not only free of unlawful discrimination, but one that genuinely fosters inclusion and belonging. We strongly believe that providing an inclusive workplace creates an environment in which our employees can thrive and develop better products for our customers.

All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, national origin, citizenship status, religion, age, disability, pregnancy or maternity status, sexual orientation, gender identity, status as a veteran or protected veteran, or any other similarly protected status in accordance with federal, state and local laws.

We encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. Applicants in the recruitment process may be required, where applicable, to successfully complete a role-related assessment(s) and/or a pre-employment screening prior to beginning employment. To learn more, visit How we Hire.

Accommodations

General Motors offers opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email us or call us at 1-800-865-7580. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.

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About General Motors

Sourced by ZipRecruiter

General Motors is a company with global scale and capabilities, headquartered in Detroit, Michigan, with employees around the world. The company employs over 165,000 people, serves six continents, operates across 22 time zones, and has a diverse workforce speaking 75 languages1. GM’s vision is to drive the world forward by pioneering innovations that move and connect people to what matters. The company is working towards an all-electric future with its new Ultium Platform and is pushing transportation options beyond our wildest imaginations with autonomous vehicles. GM is also committed to becoming the most inclusive company in the world.

Industry

Transportation equipment manufacturing

Company size

10,000+ Employees

Headquarters location

Detroit, MI, US

Year founded

1908

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