SYM Financial Advisors is seeking a responsible, energetic and detail-oriented candidate to join our client service team. Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. Rooted in traditional values, SYM Financial Advisors proudly serves in the role of trusted expert. By utilizing our team’s deep knowledge base and vast experiences, we advocate for those we serve and help them achieve their vision of financial success.
The primary focus of the Financial Planner is to help SYM meet client retention and satisfaction objectives with a group of clients and advisors. The Financial Planner will have regular contact with clients, assisting advisors in preparing presentations and analyses of financial positions for these clients. He or she will also work on routine projects between meetings and will undertake follow-through responsibilities on tasks assigned as a result of meetings. The Financial Planner will utilize financial planning and investment management software while learning about the various fundamentals of wealth management. A working knowledge of portfolio allocation, investment management and general financial planning is expected. The position offers the opportunity to progress along a career path to positions of increasing responsibility while learning leadership skills and advanced financial planning techniques.
Duties and Responsibilities:
Assist advisors in preparing for client meetings including communication and follow-up of resulting action items
Gather information necessary to develop a financial plan that is customized to meet the client’s unique needs
Prepare and analyze information and develop reports in preparation for presentation to clients by employing extensive computer skills
Input data to produce accurate financial plans and investment reports
Review client quarterly investment reports and assist in rebalancing portfolios in accordance with client objective
Implement action steps to fill gaps in a client’s financial plan
Communicate with clients, verbally and in writing; respond to client questions or concerns
Provide exceptional service to clients through teamwork with financial advisors
Bachelor’s degree in Finance, Accounting or Personal Financial Planning strongly preferred
Strong desire to attain or retain CFP credential
Background in financial management and investments preferred
Team-oriented individual who enjoys serving clients
Detail-oriented; ability to keep projects on timeline
Excellent written and verbal communication skills
Exceptional interpersonal skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as CRM software
Strong math aptitude
Desire / ability to work successfully in a small company environment
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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