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Named a 2025 Best RIA to Work *

SYM Culture. Work life that complements home life.

We didn’t build this strong work culture overnight. It came from intentional hiring, open communication, strong conviction, and shared accountability. And the people who work here stand for something special.  Just ask someone who knows SYM. Whether a client, other professional or employee, you’ll learn SYM has a strong reputation for being an innovative and courteous group of professionals.  

Career Areas

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Financial Advisor

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Financial Planner

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Client Service

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Investment Team

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Retirement Plans

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Functional Team

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At SYM

You learn from smart people and benefit from defined career trajectories. 
You take pride in who you represent and the work you do is meaningful. 
You trust your colleagues, laugh freely, learn intently, and encourage.
 You find people willing to help you carve a fulfilling professional path.
You find a career path that serves you and your family well. 
You sleep well at night knowing your work matters. 
You are treated like family and your family is too. 
Lifelong friendships are made.

Compelling Benefits

SYM Careers Infographic (2)

Your Development

We provide focused training tracks that provide tools for you to grow in your role.

Your Progression

You deserve a clear understanding of the track you are on and a view of where it can take you. We provide well-defined, progressive career paths.

Your Rewards

You'll hear work at SYM described as a labor of love, but you still need to get paid! Expect competitive pay plus bonus incentives.

SYM Careers Infographic (7)

Your Retirement

A world-class 401(k) plan, curated by its own investment committee. We match dollar for dollar up to 6% of your contributions.

Your Personal Financial Plan

Get the same precise financial planning by the same high caliber team that gives confidence to our clients. For free!

SYM Careers Infographic (3)

HSA

In addition to great medical insurance, SYM contributes dollars to your own Health Savings Account for use at your discretion to pay medical expenses.

HRA

Ever experienced a particularly high year of medical bills? SYM funds a Health Reimbursement Arrangement (HRA) from which employees are reimbursed tax-free for qualified medical expenses. *

Fitness Membership

SYM will cover your fitness membership. *up to a fixed dollar amount per year.

SYM Careers Infographic (6)

You

We want you to take time for yourself. SYM gives generous Paid Time Off (PTO).

Your Charities

Each employee is given 16 hours of Volunteer Time Off (VTO) to serve in their community. Often, SYM gets behind your charities with sponsorships.

Your Family

SYM prioritizes family! You'll get paid time away for maternity, paternity, and an additional 16 hours for family time off.

Inside the Firm

Core Values

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Service

Serve clients and colleagues with compassion

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Integrity

Display integrity through our actions

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Teamwork

Inspire teamwork through collaboration, trust and humility

Simple line drawing of three figures standing in a row. A line graph with an upward trend intersects the figures, symbolizing growth or progress related to teamwork or group performance—ideal for illustrating financial planning for business owners.

Results

Anticipate needs and deliver results

* Disclosure: Financial Planning Magazine Best RIAs to Work for is not indicative of future performance. This award does not evaluate the quality of services provided to clients. Individual clients’ experiences may vary from other clients’ experiences. Financial Planning Magazine ranked the Best RIAs to Work for of 2025 based on a proprietary set of criteria and a two-part review. Employees were surveyed about leadership, compensation and benefits, communication, training, workplace environment, engagement and overall satisfaction. Separately, researchers examined each firm’s policies, practices, benefit structures, systems and demographics to build a fuller picture of how each workplace operates. Scores from the employee survey and the independent evaluation were combined to create each firm’s final ranking. Best Companies Group (bestcompaniesgroup.com) was used for conducting the surveys. To qualify as one of Financial Planning Magazine Best RIAs to Work for, a firm had to be registered with the SEC, must have at least 10 U.S. based employees, maintain a physical U.S. location, and have been in business for one year. Neither the firms nor their employees pay a fee to Financial Planning Magazine in exchange for inclusion in this ranking. This link is to a third party site and is not affiliated with SYM Financial Corporation (“SYM”). This article is for informational use only and should not be considered investment advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2 or Form CRS, which is available upon request.