About the role#
We are looking for a Financial Advisor Intern to join our team in Overland Park. This full-time position provides real-world exposure to wealth management and financial planning. You will work directly with experienced advisors to learn how they build practices, manage client relationships, and plan for long-term financial goals.
What you'll do#
- Observe how advisors prepare for and participate in client meetings.
- Assist with financial planning preparation, data gathering, and internal coordination.
- Support follow-up tasks to ensure clients receive consistent service.
- Participate in prospecting, event support, and outreach initiatives.
- Help with marketing, networking, and client appreciation efforts.
- Receive mentorship from experienced advisors and firm leaders to build your professional skills.
What you'll need#
- Current college student, recent graduate, or early-career professional interested in financial services.
- Studies in Finance, Business Administration, or Economics.
- Strong communication and interpersonal skills.
- A motivated, confident, and curious mindset.
- Ability to work in an environment centered on relationships.
- Professional, organized, and dependable work habits.
Location & details#
- Location: Overland Park, Kansas.
- Work Modality: On-site.
- Employment Type: Full-time.
- Compensation: Paid internship.
- Term: Rolling.
About Synergy Wealth Solutions
Synergy Wealth Solutions operates in the financial services sector. The firm provides strategic financial solutions to more than 62,000 clients. It maintains a partnership with MassMutual. The company is based in Chesterfield, Missouri, and employs between 51 and 200 people.
How to get in at Synergy Wealth Solutions
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