SYM
SYM Financial Advisors is seeking a motivated Financial Advisor to provide expert financial planning and investment services to clients, with a career path leading to a Lead Advisor role. The position focuses on building strong client relationships and developing comprehensive financial plans for high-net-worth individuals. This role involves collaborating with a team to guide clients toward their financial goals through holistic wealth planning.
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.
15% below the average for this role