Job Description
Job Description
BEGIN YOUR FINANCIAL CAREER WITH AN INTERNSHIP WITH SYNERGY WEALTH SOLUTIONS
**We are currently interviewing for our Summer 2026 internship class in our St. Louis, MO/Overland Park, KS offices**
Why wait for graduation to begin your career? With SYNERGY’S internship, you can get a jump-start on your future! Be a part of a program where your local community is your classroom and financial success is your grade.
Synergy is selecting full-time college students for our hands-on internship program. We are seeking highly motivated, entrepreneurial students, interested in a career in finance. Selected candidates will be given the opportunity to get fully licensed as a financial advisor, receive top-notch training and mentorship, and gain valuable professional experience transferable to any industry. Interns that prove to be an asset to the firm will be offered a full-time position upon graduating.
About This Internship
Right from the beginning students are given the resources needed to help clients achieve financial security. Financial Advisor Interns are taught how to build a financial services practice from the ground up. With the help of senior advisors and the Synergy team, students will meet with clients to learn more about their individual definition of financial security and develop a “financial roadmap” to get them from where they are currently, to where they want to be. At the end of the internship, successful interns will be able to exhibit:
- An Understanding of How to Create and Implement a Personal Financial Plan
- Client Acquisition and Marketing Strategies
- The Role of a Full Time Financial Advisor
- Exceptional Listening and Problem-Solving Skills
- The Ability to Work Well in Both a Team and Individual Capacity
Candidate Characteristics
Although there are a wide variety of college majors, personal backgrounds, and life experiences that will see success in this role, there are a few characteristics we see exhibited in the majority of our most successful interns:
- Strong Desire to Help People, Including Individuals, Families, and Small Businesses
- Motivated to Work in a Client Facing/ Sales/Finance Role
- Competitive, with an Entrepreneurial Spirit and a Vision to Build and Grow Their Own Business
- High Standards or Integrity, Empathy, Competency, Work Ethic, and Professionalism
“Interested individuals are invited to apply. And, while we appreciate every applicant's interest, only those under consideration will be contacted.”
About Synergy Wealth Solutions
Synergy Wealth Solutions is a financial services firm located in St. Louis, MO and Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day. We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company.