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Synergy Financial Jobs in California (NOW HIRING)

Synergy HomeCare

Professional CNA

Pleasanton, CA · On-site

$19 - $22/hr

At SYNERGY HomeCare, we believe that great care starts with a great work culture. We don't just ... Financial Peace of Mind: Direct deposit and time-and-a-half pay for overtime and holidays. * Growth ...

Synergy HomeCare

Certified Caregiver

San Marcos, CA · On-site

$16.25 - $20/hr

SYNERGY HomeCare of North County is seeking dependable, compassionate caregivers to support our ... Financial Perks: Take advantage of direct deposit, 401(k) plan, and an optional supplemental ...

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Synergy Financial information

See California salary details

$31.1K

$70.7K

$113.5K

How much do synergy financial jobs pay per year?

As of Aug 31, 2026, the average yearly pay for synergy financial in California is $70,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $90,800.00 per year, depending on experience, location, and employer.

What is a Synergy Financial?

A Synergy Financial job typically refers to a role within a financial services company that focuses on providing investment, insurance, or financial planning solutions. These positions may include financial advisors, analysts, or customer service representatives who help clients manage their financial goals. Employees in these roles often work with individuals or businesses to develop strategies for wealth management, risk assessment, and financial growth. The company may also emphasize teamwork and collaboration to create effective financial solutions.

What does a typical day look like for someone working at Synergy Financial?

A typical day at Synergy Financial involves conducting financial analyses, meeting with clients to review their financial goals, and preparing reports or recommendations tailored to client needs. You’ll often collaborate with colleagues from different departments, such as investment advisors, tax specialists, and customer service representatives, to ensure a holistic approach to client financial wellbeing. The work environment is dynamic and team-oriented, and you may spend part of your day researching market trends or staying current on financial regulations. This structure allows you to continually develop your expertise and provides ample opportunity for career progression within the organization.

What are the key skills and qualifications needed to thrive in the Synergy Financial position, and why are they important?

To thrive in a Synergy Financial role, you typically need a solid background in finance or accounting, analytical skills, and a relevant degree or certification. Familiarity with financial analysis software, CRM platforms, and regulatory compliance tools is important. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial information clearly are valuable soft skills in this position. These abilities help ensure client satisfaction, sound financial advice, and effective teamwork within a fast-paced financial services environment.

What are popular job titles related to Synergy Financial jobs in California?

For Synergy Financial jobs in California, the most frequently searched job titles are:

What job categories do people searching Synergy Financial jobs in California look for?

The top searched job categories for Synergy Financial jobs in California are:

Synergy Financial jobs near you
Infographic showing various Synergy Financial job openings in California as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, and 4% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $70,689 per year, or $34 per hour.

Financial Consultant (Remote)

Temecula, CA • Remote

Synergy Financial
11 - 50 employees
Learn more about Synergy Financialexternal

$75K - $100K/yr

Full-time

Life, Retirement

Posted 15 days ago

Job description

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.

Opportunity of a Lifetime
This contract-based position provides an incredible opportunity to change your life. As a state-licensed insurance broker, you will have the chance to help families with various financial services, including 401K rollovers, annuities, life insurance, living benefits, death benefits, student loan debt settlements, and more. By joining our team, you will receive extensive training and become part of one of the highest-paying industries in financial services.
Robust Skill Sets

We are looking for individuals with a diverse range of skill sets to excel in this position. The ideal candidate possesses the following abilities:







  • Strong customer service skills
  • Excellent sales and negotiation skills
  • Business development expertise
  • Proficiency in data analytics
  • Consulting experience in financial services

These skill sets, combined with your dedication and hard work, will enable you to thrive in this commission-based role.

Life-changing Opportunity
At Synergy Financial, we believe in the power of financial education and creating generational wealth. Our organization is multi-lingual and multi-cultural, providing an inclusive and supportive environment. By joining our team, you will have the opportunity to make a positive impact on people's lives while enjoying a great income.

Compensation
This is a contract-based position with an estimated full-time annual On-Time-Estimate of Commissions at $75,000 - $100,000+. The earning potential is substantial, and the more you put into this opportunity, the more you can achieve.

Join the Movement
If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Synergy Financial, and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Synergy Financial!


Industry Type(s): Independent Consulting and Financial Services
Employment Type: Contract






Industry
  • Business Consulting and Services
Employment Type
Contract



TAGS:
Remote Sales Jobs, Financial Services, Insurance Broker, Insurance Agent, Leadership Experience, Commission-Based, High Ticket Sales, Work From Home, 1099, Sales, Business Development, Customer Service, Account Management, Data Analytics, Financial Consulting, 401k Rollover, Retirement Specialist, Life Insurance