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© All Rights Reserved. ApplyBlast.com
SYM
SYM Financial Advisors is seeking a motivated Financial Advisor to build strong client relationships and provide comprehensive financial planning and investment services. The role involves developing and monitoring financial plans for high-net-worth individuals, collaborating with a team to guide clients toward their financial goals, and serving as a primary point of contact for ongoing client communications. This position offers a career path leading to the role of Lead Advisor within a team-centric environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SYM.
SYM didn’t post a salary, so this is our estimate from similar listings.
7% above the average for this role