SYM Financial Advisors
Midland, Michigan and other locations
Contact: Rick Reneker
Email: rreneker@sym.com
Telephone: (574) 371-1733
Website: https://www.sym.com/
Please indicate which city and state the potential job position is located: Midland, Michigan and other locations
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: 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. We work with over 1000 clients and oversee nearly $3.0 Billion of investable assets. We have 5 locations in Michigan and Indiana.
Please provide a brief description of what you are looking for in your possible hire: 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. 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.
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