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Synergy Financial Jobs in California (NOW HIRING)

Synergy Financial

Financial Consultant (Remote)

Stanford, CA · Remote

$75K - $100K/yr

  • Medical

  • Life

  • Retirement

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 ...

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

Professional CNA

Pleasanton, CA

$19 - $22/hr

Experience the SYNERGY HomeCare difference , where we are united under one purpose: to bring ... Financial Peace of Mind: Direct deposit and time-and-a-half pay for overtime and holidays. * Growth ...

SYNERGY HomeCare

Professional Caregiver

Livermore, CA

$19 - $22/hr

Experience the SYNERGY HomeCare difference , where we are united under one purpose: to bring ... 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

  • Retirement

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 ...

Nikon AM Synergy Inc.

Senior Buyer

Long Beach, CA · On-site

$110K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

Nikon AM Synergy Inc. is a leading provider of advanced manufacturing solutions specializing in ... Coordinate with Quality, Engineering, Manufacturing, Program Management, Finance, and other cross ...

New

Morrison

Chief Financial Officer

Chico, CA · On-site

$200K - $220K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Oversee post-acquisition financial integration, including systems consolidation, reporting alignment, and synergy tracking. Financial Operations & Controls * Provide strategic oversight and ...

Morrison

Chief Financial Officer

Chico, CA · On-site

$200K - $220K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Oversee post-acquisition financial integration, including systems consolidation, reporting alignment, and synergy tracking. Financial Operations & Controls * Provide strategic oversight and ...

PROVIDENT CREDIT UNION

Senior Financial Analyst

Redwood City, CA

$40 - $50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct financial modeling, valuation (DCF, comparable, precedent transactions), and synergy analysis for potential transactions. * Analyze financial statements and assess key business and financial ...

Provident Credit Union

Senior Financial Analyst

Redwood City, CA · On-site

$40 - $50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct financial modeling, valuation (DCF, comparable, precedent transactions), and synergy analysis for potential transactions. * Analyze financial statements and assess key business and financial ...

Rivian VW Group

Financial Reporting Manager

Palo Alto, CA · On-site

$110 - $140/hr

Collaborate with Finance, IT, Treasury, and International Accounting teams to ensure data integrity and operational synergy. Qualifications * 7+ years of progressive accounting experience, ideally ...

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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 15, 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 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 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 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 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,689 per year, or $34 per hour.

Financial Consultant (Remote)

Synergy Financial

Stanford, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 6 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.

Keywords for Optimization (Do Not Delete):
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