Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. As a Financial Advisor, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. A successful candidate will formulate, implement and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight.
Duties and Responsibilities
Manage relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
Deliver exceptional client-focused customer service in all aspects of financial plan development, execution and management
Oversee and monitor individual investment portfolios while ensuring alignment with client goals and objectives
Develop and cultivate a robust referral network that creates consistent new business opportunities
Consult with attorneys, accountants and other advisors on financial, estate and tax planning
Develop and/or deliver educational presentations to clients and staff
Bachelor’s Degree from an accredited college or university; CFP designation strongly preferred
7 – 10 years of client experience strongly preferred
Financial planning /wealth management / qualified plan acumen, experience preferred
Strong business development and client service skills
Excellent listening, written and verbal communication skills
Ability to manage multiple projects and deadlines with a keen attention to detail
A team player, with strong coaching and leadership skills
Desire /ability to work successfully in a small company environment
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and account management software
Additional Salary Information: Pay / benefits are competitive based on industry standards
About SYM Financial Advisors
SYM Financial Advisors is a fee-only, owner-operated, financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. We specialize in portfolio management and wealth management for high net worth families, foundations, and not-for-profit organizations, as well as retirement plan management for small to mid-size businesses. Our client service teams include over 50 motivated and experienced professionals and para-professionals in five locations in Indiana and Michigan. We work with over 1,000 clients, overseeing in excess of $2 Billion of investable assets. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate for our clients to help them achieve their vision of financial success.
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