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Synergy Financial Partners Jobs (NOW HIRING)

ARTHREX

Sr. Director, Synergy

Naples, FL · On-site

Requisition ID: 66227 Title: Sr. Director, Synergy Arthrex is a global medical device company and ... partnership with Finance and Strategic Development. * Guide capital sales strategy for the ...

Arthrex

Sr. Director, Synergy

Naples, FL · On-site

... partnership with Finance and Strategic Development. * Guide capital sales strategy for the ... Job title: Sr. Director, Synergy Arthrex Location:

QualDerm Partners

Chief Information Officer

... partnering with Clinical Leadership, Operations, Marketing, Finance/RCM, People, and practice ... improving speed-to-synergy. Financial, Vendor and Contract Management * Manage IT budget ...

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$31.5K

$71.6K

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How much do synergy financial partners jobs pay per year?

As of Jun 10, 2026, the average yearly pay for synergy financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by financial advisors at Synergy Financial Partners, and how does the company support overcoming them?

Financial advisors at Synergy Financial Partners often face challenges such as building a strong client base, staying updated with changing financial regulations, and effectively communicating complex financial concepts to clients. The company supports its advisors by offering comprehensive training programs, ongoing mentorship, and access to advanced financial planning tools. Additionally, team collaboration and regular meetings help advisors share best practices and strategies for client acquisition and retention.

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

To thrive as a Financial Advisor at Synergy Financial Partners, you need a solid background in finance, strong analytical skills, and relevant industry licenses such as Series 6, 63, or insurance licenses. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to clearly explain complex financial concepts help set top performers apart. These skills are crucial for building lasting client relationships, ensuring regulatory compliance, and effectively guiding clients toward their financial goals.

What is the difference between Synergy Financial Partners vs Financial Advisor?

AspectSynergy Financial PartnersFinancial Advisor
CredentialsCFP, Series 7/66, state licensesCFP, Series 7/66, state licenses
Work EnvironmentFinancial firms, advisory firms, banksIndependent or firm-based, client-facing
Industry UsageFinancial services, wealth managementFinancial services, wealth management
Common Search IntentCompany comparison, career infoRole responsibilities, career path

Synergy Financial Partners and Financial Advisors share similar credentials and work environments, focusing on wealth management and financial planning. While Synergy Financial Partners is a specific firm, Financial Advisor is a broader role found across many firms. Both serve clients with investment and financial planning needs, making them closely related in the financial services industry.

What are Synergy Financial Partners?

Synergy Financial Partners is a financial services company that provides solutions such as life insurance, retirement planning, annuities, and wealth management. The company works with individuals and families to help them achieve financial security and long-term goals. Synergy Financial Partners typically employs independent agents who consult with clients, assess their needs, and recommend suitable financial products. Their approach often emphasizes education, personalized service, and access to a variety of insurance and investment options.
More about Synergy Financial Partners jobs
What states have the most Synergy Financial Partners jobs? States with the most job openings for Synergy Financial Partners jobs include:
What job categories do people searching Synergy Financial Partners jobs look for? The top searched job categories for Synergy Financial Partners jobs are:
Synergy Financial Partners jobs near you
Infographic showing various Synergy Financial Partners job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 56% In-person, and 44% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Financial Consultant (Remote)

Synergy Financial

Bowling Green, KY • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 13 days ago

Job description

? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting


✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.



? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets



? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors



? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset



? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.



? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.



? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

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