About this role
Financial Advisor at SYM Financial Advisors. Location: Fort Wayne, Indiana, United States. Role: Managing client relationships, Overseeing investments, Leading client meetings Requirements: Bachelor's degree; CFP designation preferred; proficient in MS Office and financial planning software; strong communication; multitasking; team player; knowledge in financial planning, wealth management, estate planning. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Financial planning software Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English