Voted a Best Place to Work
on the RIA list 3 years running
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.
SYM is a place where...
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.
Career Areas
Financial Advisor
Financial Planner
Client Service
Investment Team
Retirement Plans
Functional Team
Compelling Benefits
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.
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!
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.
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.
Core Values
Service
Serve clients and colleagues with compassion
Integrity
Display integrity through our actions
Teamwork
Inspire teamwork through collaboration, trust and humility
Results
Anticipate needs and deliver results
