Synergy Wealth Alliance · 1 day ago
Associate Financial Advisor
Altamonte Springs, FL
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $80K/yrSynergy Wealth Alliance is seeking a motivated Associate Financial Advisor to support their lead advisor and advisory team. The role involves maintaining client data, preparing materials for meetings, and developing knowledge in financial planning while managing client relationships under supervision.
Financial ServicesInsuranceRetirementRisk Management
Responsibilities
Enter and maintain client data within financial planning software
Gather product information to support planning and investment recommendations
Prepare materials for portfolio review meetings
Support the lead advisor with meeting preparation and follow-up
Attend select client meetings as a secondary advisor to take notes, complete dictations, and track action items
Participate in professional development sessions, including product wholesaler lunch-and-learns, Advisor Think Tank meetings, and Investment Committee discussions
Develop knowledge of investment management and financial planning strategies
Maintain Servicing-Only client relationships to ensure ongoing satisfaction and service delivery
Manage the Annuity Order Entry process
Oversee insurance cases and applications
Begin building and managing client relationships under supervision
Qualification
Required
Motivated and detail-oriented
Ability to enter and maintain client data within financial planning software
Ability to gather product information to support planning and investment recommendations
Ability to prepare materials for portfolio review meetings
Ability to support the lead advisor with meeting preparation and follow-up
Ability to attend select client meetings as a secondary advisor to take notes, complete dictations, and track action items
Participation in professional development sessions, including product wholesaler lunch-and-learns, Advisor Think Tank meetings, and Investment Committee discussions
Development of knowledge of investment management and financial planning strategies
Ability to maintain Servicing-Only client relationships to ensure ongoing satisfaction and service delivery
Ability to manage the Annuity Order Entry process
Ability to oversee insurance cases and applications
Ability to begin building and managing client relationships under supervision
Thrives in a team-based environment
Client-first attitude with professionalism, empathy, and clear communication
Eager to grow and learn from top-tier advisors
Follows process and plays within a system
Can manage the details and support plan implementation
Licensed Advisor - Requires both the Series 66 and Series 7 licenses
Benefits
Opportunities for professional development and career growth
A supportive and collaborative team environment
Make a meaningful impact in clients’ financial journeys
Healthcare
401k
Quarterly bonus structure
Company
Synergy Wealth Alliance
Synergy Wealth Alliance renders estate management, insurance, risk management, retirement planning, and tax management strategy services.
Founded in 2008
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Bordner
CEO, Wealth Manager
Amanda Stevens
Chief Operating Officer
Company data provided by crunchbase