Why Join Us?
Financial Synergies is a fast-growing, premier wealth management firm. We are looking for dynamic team players who embody the professional and fun culture we’ve built over the past three decades. We are 100% employee-owned and a fee-only fiduciary.
Our Culture
At Financial Synergies Wealth Advisors, we believe in building a culture where excellence, collaboration, and client-centered service thrive. Our team is driven by a shared passion for helping individuals and families achieve their financial goals through personalized, holistic wealth management.
If you’re passionate about financial planning, thrive in a collaborative setting, and are looking for a career that makes a real difference, Financial Synergies Wealth Advisors is the place for you. Join us and be part of a team that values not just the work we do, but the people who make it possible.
Our Core Values
We are the voice of optimism to our clients and our fellow teammates. We bring warmth into every interaction. We exhibit contagious enthusiasm. We have fun!
Positivity
We are the voice of optimism to our clients and our fellow teammates. We bring warmth into every interaction. We exhibit contagious enthusiasm. We have fun!
Dependability
We do what we say we will do. We do everything with integrity. We are proactive. We own our mistakes.
Team Players
We leave our ego at the door. We aren’t looking for credit. We put our clients and our team first. We are willing to step in wherever needed.
Humility
We display quiet confidence. We are willing to ask for help. We listen with curiosity. We admit that we don’t know everything.
Driven by Excellence
We value grit. We genuinely care. We go above & beyond. We provide an exceptional client experience.
Recognitions
Forbes
Houston Business Journal
Financial Advisor
Inc.
Investment News
Houston Business Journal
Forbes Finance Council
Financial Advisor Magazine
Expertise.com
Job Openings
Receptionist
Houston, TX
Wealth Management Intern (Summer 2027)
Houston, TX
Associate Financial Advisor
There are currently no job openings at this time.
Summer Internship Program
A hands-on experience in Wealth Management and Financial Planning
The wealth management internship is designed to provide you with real-world client interaction and to teach you the inner workings of a fee-only wealth management firm.
What You'll Learn
Client
Service
Attend meetings, take notes, and prepare paperwork, all while interfacing with our new and existing clients.
Financial Plan Creation
& Presentation
Gather data in client fact-finding meetings and create detailed retirement projections and financial plans.
RIA Technologies
& Solutions
Gain direct exposure to best-in-class technology platforms for Registered Investment Advisors (RIA).
Insights From Our Former Interns
Associate Financial Advisor
As an Associate Financial Advisor (AFA), you’ll work hand-in-hand with a Senior Advisor, learning the business from the ground up guided by extensive experience.
All of our Senior Advisors are CERTIFIED FINANCIAL PLANNER® professionals who have spent their careers prided in client service, financial planning, and investment management. Our team has a combined 100+ years of experience, and it is our mission to help our AFAs hone their craft to become world-class Financial Advisors.
How You’ll Grow
Build
Relationships
Attend meetings, take notes, create and maintain financial plans, all while interfacing with our new and existing clients.
Financial Planning &
Presentation Skills
Gather data in client fact-finding meetings and create detailed retirement projections and financial plans. Assist with presentations and follow-up with clients during implementation.
Learn Technology
Behind the Industry
Use technology to enhance the client experience and help you be the best at your job. You'll learn portfolio management tools, planning software, CRM, Custodian platforms, and more.
Grow Your Career With Us
Several of our employees jumpstarted their career with Financial Synergies by participating in our internship program.
“When I had the opportunity to intern at Financial Synergies, I gained hands-on experience in what being a financial advisor truly looks like. I worked alongside advisors, learned how financial plans are built, and saw firsthand the impact our work has on clients’ lives. The internship provided me with valuable industry knowledge and allowed to get my foot in the door with the firm.”
Colton OwenAssociate Financial Advisor, Partner
“The internship with Financial Synergies gave me the insight I needed into wealth management to be confident that this was the career path for me. I received incredible mentorship from associate advisors and lead advisors, got a behind-the-scenes look at what it takes to bring on new clients and service existing ones, and had face to face conversations with clients about their financial plans and portfolios. The team was so warm and welcoming that it made the summer a blast!”
Rachel BuckhoffFinancial Advisor, Partner
