Financial Planner

SYM Financial Advisors

Midland (TX)

On-site

USD 80,000 - 100,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

Job summary

A financial advisory firm in Midland is seeking an entry-level Financial Planner to assist advisors in providing comprehensive financial planning. Role requirements include a bachelor's degree and proficiency in Microsoft Office. Candidates with 2+ years in financial services and CRM experience are preferred. This full-time position offers opportunities for professional growth and benefits like medical insurance and 401(k).

Qualifications

Must have excellent written, verbal, and analytical skills.
Strong desire to attain or retain Certified Financial Planner credential is preferred.

Responsibilities

Support advisors in all stages of financial planning.
Prepare for meetings and develop presentation materials.
Collaborate with internal and external resources.

Skills

PC knowledge

Microsoft Office Suite proficiency

Analytical skills

Detail-oriented

Education

Bachelor's degree from an accredited college or university

Tools

CRM software experience

Financial planning software experience (e.g. Money Guide Pro, eMoney)

Job description

Join to apply for the Financial Planner role at SYM Financial Advisors

2 days ago Be among the first 25 applicants

Join to apply for the Financial Planner role at SYM Financial Advisors

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from SYM Financial Advisors

Are you seeking to join a team of professionals who are passionate about instilling confidence in the financial lives of others?

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. Always acting as an independent fiduciary, we are committed to acting in the client’s best interest. We provide our clients with holistic financial guidance providing customized and comprehensive financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing toward a client-facing advisor role or who is pursuing the various career paths of a Financial Planner.

To help you reach your full potential, SYM encourages the professional growth and personal development of all employees by offering pathways to advancement. Our training model consists of a mixture of delivery methods including a Learning Management System consisting of self-guided module training through videos, written, and in-person instruction. We recognize there is more in life than work, so we also support family commitments and encourage community involvement.

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

What does this role entail?

The Financial Planner assists Advisors in collecting, reviewing, and analyzing comprehensive financial planning modules utilizing various software and proprietary methods. In this role, you will be paired with a team of 1-2 advisors and a Client Service Representative to support an assigned client book. Primary responsibilities include but are not limited to:

Supporting advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a client’s financial situation
Keeping current on financial planning topics including, but not limited to, estate planning, complex retirement needs, Social Security, education planning, and tax planning.
Assisting advisors by preparing for meetings, developing presentation materials, providing reviews, and following up on action items
Collaborating with other internal groups and external resources to develop client strategies that incorporate relevant and specific recommendations for each client
Using exceptional analytical and relationship management skills to uncover client’s needs and recommend the appropriate solution to meet those needs

What are we looking for?

Must Haves:

You have earned at minimum a bachelor’s degree from an accredited college or university
You have robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
You possess excellent written, verbal, and analytical skills and communicate with a professional demeanor
You are reliable, detail-oriented, and able to maintain a high level of confidentiality
You are able to work independently while managing and prioritizing deliverables
You are a self-starter, highly motivated, adaptive, and able to handle multiple priorities in a fast-paced environment

Preferred:

You have 2+ years of experience in the financial services industry
You have a bachelor’s degree in Finance, Accounting or Personal Financial Planning
You have a strong desire to attain or retain Certified Financial Planner credential
You have experience working with a Client Relationship Management (CRM) and financial planning software (Money Guide Pro or eMoney)
You have the desire/ability to work successfully in a small company environment

Seniority level