Agency Technology Specialist

At Synergy Wealth Solutions we believe our people are our greatest asset. Our mission is to help financial advisors build meaningful businesses that create financial freedom for themselves their families and the clients they serve.

We are a relationship-driven firm that values collaboration personal growth integrity and service. We invest heavily in the success of our advisors by providing the support technology coaching and resources they need to thrive. Our culture is built around putting people firstwhether that means serving our clients supporting our advisors or helping one another succeed as a team.

We are seeking an Agency Technology Specialist who is passionate about helping people succeed through technology. This is a front-office service-oriented role responsible for assisting advisors and team members with the effective use of the firms technology platforms digital tools and business systems.

This position is ideal for someone who enjoys working directly with people solving problems and making technology approachable and practical. The right candidate is not simply a technical expertthey are a trusted resource who can build relationships communicate clearly and help others gain confidence in the tools that support their business.

As a full-time in-office team member you will serve as a key point of contact for advisor technology support training onboarding and adoption initiatives.

Advisor Support & Technology Assistance

Provide in-person support for advisors and team members using firm technology platforms and business systems

Assist advisors with day-to-day technology needs troubleshooting issues quickly and professionally

Serve as a visible and accessible resource by proactively engaging with advisors and identifying opportunities to help

Coordinate basic equipment setup configuration and technology maintenance

Support secure and compliant use of firm systems and digital tools

Training & Advisor Development

Train advisors on technology platforms workflows and best practices

Translate technical concepts into simple practical guidance that advisors can immediately apply

Develop and maintain training materials user guides and support resources

Communicate updates enhancements and new technology initiatives in a clear and engaging manner

Identify opportunities for additional coaching based on advisor usage and adoption trends

New Advisor Onboarding

Support the onboarding process by introducing new advisors to firm technology systems and digital workflows

Ensure new advisors have access to necessary tools resources and training materials

Partner with leadership to create a smooth and positive onboarding experience

Help new advisors gain confidence in the systems that support their business growth

Collaboration & Continuous Improvement

Work closely with firm leadership to encourage technology adoption and process consistency

Monitor technology utilization and identify opportunities to improve efficiency and advisor experience

Recommend enhancements to training communication and support processes

Contribute to a culture of service collaboration and continuous improvement

Bachelors degree preferred or equivalent experience in technology support customer service training or a related field

Experience in a client-facing advisor-facing or customer support role

Strong interpersonal skills and ability to build trust with a wide variety of personalities

Ability to learn new technology platforms quickly and teach others effectively

Excellent communication organization and follow-through skills

Professional presence with a service-first mindset

Strong problem-solving abilities and attention to detail

Ability to manage multiple priorities in a fast-paced environment

A positive attitude and genuine desire to help others succeed

Customer Service Excellence

Technology Adoption & Training

Problem Solving & Critical Thinking

Adaptability & Continuous Learning

Collaboration & Teamwork

Initiative & Proactive Support

Accountability & Reliability

A people-first culture that genuinely invests in its team members

The opportunity to make a direct impact on advisor success and business growth

A collaborative environment where your ideas and contributions matter

Professional development and ongoing learning opportunities

A team that values relationships integrity service and personal growth