Financial Advisor

Position Description

Title: Financial Advisor

Reports to: Lead Advisor

Benefits: Yes

Status: Exempt

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?

Who is SY

M?SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our client

s.
In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. 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. This position is designed to provide a career path leading to the role of Lead Advis

or.
To learn more about our company, visit this link: SYM Financial. Who We Are. (youtube.c

om).
What does this role en

tail?Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limite

• d to:Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objec
• tivesIdentifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate pla
• nningServing as the primary point of contact for client relation
• shipsOverseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objec
• tivesConsulting with attorneys, accountants and other advisors on financial, estate and tax pla
• nningLeading client meetings and presenting the financial
• plansDelivering educational presentations to clients and
• staffDeveloping new client relationships via existing client referrals and local centers of infl

uence
What are we lookin

g for?Must

• Haves:You have a Bachelor’s Degree from an accredited college or university; CFP designation strongly pre
• ferredYou are proficient in Microsoft Office Suite, as well as financial planning and account management so
• ftwareYou possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate pl
• anningYou exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first at
• titudeYou have the ability to manage multiple projects and deadlines with a keen attention to
• detailYou are a team player, with strong coaching and leadership
• skillsYou have the desire /ability to work successfully in a small company envir

onment
What’s in it f

or you?Pay / benefits are competitive based on industry sta

• ndards.Competitive pay based on experience plus incentive compe
• nsationHealth Care, Vision, Dental/Orthodontic, Life, and LTD In
• surance401(k); 6
• % MatchPaid Time Off / Parental Leave / Family Time Off / Volunteer T
• ime OffOption for Pet Insurance / Fitness Match / Apparel Al
• lowanceTuition / Certification Assistance
• ProgramA defined career framework to help you successfully manage your caree