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Financial Advisor
Job
TPM Placement
Midland, MI (In Person)
$150,000 Salary, Full-Time
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Job Description
Position:
Financial Advisor Location:
Midland, MI Compensation:
$140,000-$160,000 base salaryStatus:
Full time, in office Are you passionate about making a difference in people's lives while thriving in a team-centric environment? Welcome to SYM Financial Advisors. We are an employee-owned, holistic financial services firm rooted in Midland, MI, offering a comprehensive suite of financial planning solutions. Midland, MI has been recognized by U.S. News and World Report, in its 2026 rankings, as the best place to retire in the United States! Our success is driven by a strong foundation of shared values, a collaborative team environment, and a deep commitment to building meaningful, long-term relationships with our clients and one another. We operate with ownership & accountability, taking responsibility for our work, our relationships, and the results we deliver. We are excited to welcome a highly motivated Financial Advisor who is a self-starter and brings both technical expertise and a genuine passion for helping clients achieve their financial goals. This role offers the opportunity to lead comprehensive financial planning efforts for high-net-worth individuals while contributing to a culture grounded in trust, accountability, and continuous growth. As a Financial Advisor , you will serve as a trusted partner to clients by developing, implementing, and evolving integrated financial strategies across investment management, tax planning, estate planning, and risk management. You will play a key role in strengthening client relationships, delivering thoughtful guidance, and driving meaningful outcomes aligned with each client's long-term vision. Success in this role requires a balance of strategic thinking, relationship leadership, and execution. You will collaborate closely with internal team members and external partners to deliver cohesive, high-impact planning solutions, while also contributing to the firm's continued growth through client development and community engagement. If you thrive in a collaborative environment and are energized by the opportunity to make a meaningful impact on clients' lives, we would love to meet you! This position is designed as part of a defined career path toward a Lead Advisor role, offering the opportunity to expand leadership responsibilities and deepen impact over time. Some of the top qualities that we seek in new team members include: A sincere commitment to both client and team success A personal interest in continuous education and new planning concepts in the wealth management industry Reliability, integrity, and a proven record of strong client relationship-building Exceptional communication skills, both written and verbal Detail oriented Problem-solving skills Client-first attitude Entrepreneurial spirit Professional demeanor and a team player In this role, you will be empowered to do the following: Serve as a trusted advisor and primary point of contact, building deep, long-term relationships grounded in trust and aligned with our relationship-driven culture Lead the development and delivery of comprehensive financial plans, embodying our commitment to client-centered impact by translating complex strategies into clear, actionable guidance Drive exceptional client outcomes through proactive monitoring and ongoing refinement of financial strategies, demonstrating ownership & accountability for results- Deliver educational presentations to clients and staff
- Oversee and monitor individual investment portfolios while ensuring alignment with client goals and objectives Lead client meetings and planning discussions with clarity and confidence, ensuring clients feel informed, supported, and empowered Collaborate strategically with internal team members and external partners, reflecting our belief in collaborative excellence to deliver integrated, high-quality solutions Strengthen and grow client relationships through consistent engagement, education, and value delivery Contribute to firm growth by cultivating new client relationships through referrals, centers of influence, and community engagement Support a culture of continuous growth, sharing insights, expanding your expertise, and contributing to the development of the broader team • Consult with attorneys, accountants, and other advisors on financial, estate, and tax planning Qualifications for this role include: Bachelor's degree from an accredited college or university Series 65 required CFP® designation, or willingness to acquire within one year 5+ years of experience in the industry 5-7 years in an advisory role Must have experience combining complex planning considerations such as investment management, tax planning, risk mitigation, retirement optimization, and trust and estate planning into holistic financial strategies Proficiency with computer programs including Microsoft Office Suite and financial planning and account management software; MoneyGuidePro experience is a plus Technical knowledge and experience in all aspects of financial planning, including wealth management, qualified plan acumen, and estate planning Demonstrated growth in current or past roles Exceptional listening, verbal, and written communication skills Ability to manage multiple projects and deadlines with keen attention to detail Strong coaching and leadership skills Ability and desire to work successfully in a small company environment Experience working with high-net-worth clients and complex planning strategies We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit.