I applied through a recruiter. I interviewed at Synergy Wealth Solutions (Chesterfield, MO) in Aug 2020
Interview
3 rounds - pretty standard. heavy emphasis on company culture. First round over phone, then next 2 in person. Job seems to be part finance and part insurance. Will know more about it soon.
I applied online. I interviewed at Synergy Wealth Solutions in Apr 2026
Interview
The interview was with one of the senior financial advisors on a Friday so it was informal. They have lovely office space in Overland Parl. Overall, I see an enormous potential for growth and acceleration, but ultimately I could not commit to the 40+daily call expectations.
Interview questions [1]
Question 1
Where I see myself in five years and the amount of self-control I seek in my new career.
I applied through a recruiter. The process took 2 weeks. I interviewed at Synergy Wealth Solutions (Kansas City, MO) in Mar 2021
Interview
Loved the interview process as they were great at explaining everything in detail and took time to get to know who you are as a person and not just qualifications