About this role
Financial Advisor at SYM Financial Advisors. Location: Midland, Michigan, United States. Role: managing relationships, overseeing investments, leading meetings Requirements: Provide comprehensive financial planning and investment management for clients; CFP designation preferred; strong communication and client-first mindset. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Financial planning software Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English