About the role#
Synergy Wealth Solutions is looking for a Financial Advisor Intern to gain real-world experience in wealth management and financial planning. This full-time role offers a front-row seat to how advisors build relationships, prepare for client meetings, and grow a practice. You will work directly with planning and service teams to learn the day-to-day operations of the business.
What you'll do#
- Observe how advisors prepare for and participate in client meetings.
- Assist with financial planning preparation, data gathering, and follow-up tasks.
- Support planning and service teams with project-based work.
- Participate in prospecting, event support, and outreach initiatives.
- Support marketing, networking, and client appreciation efforts.
What you'll need#
- Current college student, recent graduate, or early-career professional.
- Interest in financial services.
- Strong communication and interpersonal skills.
- Organized, dependable, and professional work habits.
- Majors in Finance, Business Administration, Economics, or Marketing are preferred.
Location & details#
- Location: Chesterfield, Missouri.
- Work Modality: On-site.
- Employment Type: Full-time.
- Compensation: Paid internship.
- Term: Rolling.
- Sponsorship: Not available.
About Synergy Wealth Solutions
Synergy Wealth Solutions provides financial services to clients. The firm operates in partnership with MassMutual and maintains a history dating back to 1851. Based in Chesterfield, Missouri, the company employs over 150 financial professionals. These staff members manage strategic financial solutions for a client base of more than 62,000 people.
How to get in at Synergy Wealth Solutions
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