Financial Advisor applicants have rated the interview process at Synergy Wealth Solutions with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 67% positive. To compare, the company-average is 85.7% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Advisor roles take an average of 14 days to get hired, when considering 3 user submitted interviews for this role. To compare, the hiring process at Synergy Wealth Solutions overall takes an average of 11 days.
Common stages of the interview process at Synergy Wealth Solutions as a Financial Advisor according to 3 Glassdoor interviews include:
Phone interview: 25%
Background check: 13%
IQ intelligence test: 13%
Drug test: 13%
Personality test: 13%
One on one interview: 13%
Skills test: 13%
Here are the most commonly searched roles for interview reports -
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
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. 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.