Financial Planner

Location
Midland, Michigan
Salary
Salary will be based on experi
Posted
Jun 19, 2020
Closes
Jul 19, 2020
Employment Type
Full Time
Level
Experienced

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