Financial Advisor

SYM Financial Corporation•Fort Wayne, IN

49d•Onsite

About The Position

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment? Who is SYM? 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 clients. 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 Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does this role entail? 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.

Requirements

A Bachelor’s Degree from an accredited college or university
Proficiency in Microsoft Office Suite, as well as financial planning and account management software
Technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
Excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
Ability to manage multiple projects and deadlines with a keen attention to detail
Team player, with strong coaching and leadership skills
Desire /ability to work successfully in a small company environment

Nice To Haves

CFP designation strongly preferred

Responsibilities

Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
Serving as the primary point of contact for client relationships
Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
Leading client meetings and presenting the financial plans
Delivering educational presentations to clients and staff
Developing new client relationships via existing client referrals and local centers of influence