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Synergy Financial Jobs in Kansas (NOW HIRING)

Synergy Staffing Services, LLC

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Senior Cost Accountant

Overland Park, KS · On-site

$110K - $125K/yr

Prepare and analyze monthly inventory and cost reports, ensuring financial data is complete ... Strong data analysis skills utilizing spreadsheets (Excel) Company Description Synergy Search Group ...

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Synergy Staffing Services, LLC

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Cost / Staff Accountant

Edgerton, KS · On-site

$70K - $90K/yr

Financial statements * Monitors and analyzes manufacturing spending * Tracks and manages ... Strong Microsoft Excel Skills Company Description Synergy Search Group and Staffing Services are ...

Burletto

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Customer Account Representative

Overland Park, KS · On-site

Financial Management * Time Management * Fast Track Career Growth * Company Travel Opportunities ... We are a company that creates synergy for our clients with our extraordinary staff. We aren't just ...

Burletto

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Customer Account Representative

Overland Park, KS · On-site

Financial Management * Time Management * Fast Track Career Growth * Company Travel Opportunities ... We are a company that creates synergy for our clients with our extraordinary staff. We aren't just ...

Marriott

General Manager

Wichita, KS · On-site

Ensure alignment and synergy between departments to achieve financial and service goals. Monitor operational performance and adjust strategies to enhance efficiency and service quality. Oversee third ...

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Synergy Financial information

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.

Who is Synergy Financial?

Synergy Financial is a company that offers financial services, including investment management and financial planning. Employees in related roles may need skills in finance, customer service, and familiarity with financial software. The company typically requires relevant certifications or experience depending on the position.

What is a Synergy Financial job?

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized certifications like the CFP or CFA. High earnings are often associated with successful advisors working in affluent markets or managing large portfolios, but such income levels are not typical for entry-level or less established advisors.

What is the highest paying job in financial services?

In financial services, chief executive officers (CEOs), chief financial officers (CFOs), and hedge fund managers are among the highest paid roles, often earning multi-million dollar salaries and bonuses. These positions require extensive experience, advanced degrees, and strong leadership skills, and they typically oversee large organizations or investment portfolios.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to receive personalized financial planning and investment management services, depending on the advisor's fee structure. Many advisors charge a percentage of assets under management (typically 1% or less), so this amount can support ongoing advice and portfolio management. However, some advisors may have minimum account requirements or fees that could influence service options.

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 Kansas? For Synergy Financial jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Synergy Financial jobs in Kansas look for? The top searched job categories for Synergy Financial jobs in Kansas are:
Synergy Financial jobs near you
Infographic showing various Synergy Financial job openings in Kansas as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Financial Advisor Internship

Synergy Wealth Solutions

Overland Park, KS • On-site

Full-time

Re-posted 14 days ago

Job description

Job Description
About Us:
At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.
The Role:
We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world exposure to a career in wealth management and financial planning. This full-time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship-building, influence, and meaningful client impact.
You will gain hands-on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation-it is a front-row seat to how a planning-focused business grows.
This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast-moving, people-centered environment.
What You'll Do:
Advisor & Planning Exposure
Observe how advisors prepare for and participate in client meetings
Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination
Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals
Support planning and service teams with project-based work that improves the client experience
Business Development Exposure
Participate in prospecting, event support, and outreach initiatives
Learn how advisors build trust, generate opportunities, and create long-term relationships
Support marketing, networking, or client appreciation efforts as needed
Professional Development
Receive mentorship from experienced advisors and firm leaders
Develop communication, professionalism, and relationship-building skills
Gain insight into the habits and disciplines that drive long-term success in financial services
What Makes You a Great Fit:
Current college student, recent graduate, or early-career professional with interest in financial services
Strong communication and interpersonal skills
Motivated, confident, curious, and eager to learn
Comfortable in a fast-paced, relationship-oriented environment
Organized, dependable, and professional
Why You'll Love It Here:
Hands-on exposure to the financial advisor career path in a full-time development environment
Mentorship from experienced advisors and firm leadership
A high-energy, team-oriented culture with meaningful growth potential
The opportunity to explore a career that combines purpose, relationships, and income opportunity
A potential pathway into a full-time advisor role after the internship

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