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.
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.
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
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
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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Job details are sourced from the employer's original posting.
Open job postingAbout the company
Synergy Wealth Solutions is a financial advisory firm dedicated to helping clients achieve their financial goals through personalized strategies and comprehensive wealth management services.