Summer Intern - 2025

SYM Financial Advisors is seeking a responsible, energetic and detail-oriented candidate to join our team as a Summer Intern.  Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. Rooted in traditional values, SYM Financial Advisors proudly serves in the role of trusted expert. By utilizing our team’s deep knowledge base and vast experiences, we advocate for those we serve and help them achieve their vision of financial success.

Mission Statement

The purpose of this internship is to prepare college students for entry into the business world by providing exposure to all departments of an RIA firm including theory and practical application of attained knowledge.

Internship Duties

Client Services

v Process Investment Policy Statements

v Prepare meeting schedules and materials

v Process meeting documentation

Financial Planning/Investments

v Job shadow with a Financial Planner / Trader

v Prepare for a meeting with a client service representative and sit in on the meeting

v Work on projects as needed

Financial Advising

v Attend Client Meetings

Interns will also gain knowledge by spending time in the Investment, Trading, 401K, Marketing, Human Resources, Accounting and Compliance Departments