Financial Symmetry is honored to be recognized in the 2021 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to financial well being, but also to the culture of positivity and inclusivity we strive to cultivate in our workplace.
This recognition is especially meaningful after the past year when we were forced to re-think work/life balance and maintain personal connections digitally. “Our company’s mission to enhance the lives our clients and communities through empowerment, education and guidance toward financial prosperity starts with us. We are honored to be named one of the Best Places to Work for 2021! Our team has navigated the challenges and new opportunities the pandemic has thrown our way, and I’m grateful that we’ve become an even stronger team because of it. We’re incredibly lucky to have such talented, bright people working for our clients.” -Heather Gudac
Allison Berger says, “The secret is out. Financial Symmetry is a great place to work. I feel very fortunate to be a part of such a passionate team committed to client service. Our team proves that a rewarding career and an active family life can co-exist. I am eternally grateful.”
According to InvestmentNews “The 75 firms presented here go beyond offering financial advisers attractive benefits and perks, they create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients. In 2021, they’re also taking steps to keep employees safe during the pandemic.”
InvestmentNews partnered with employee survey firm Best Companies Group. Financial advisers are selected from a survey completed by both employers and employees. The employers take a survey based on company policies, practices, and demographics while employees take a survey about their experience working for their firm.
To learn more about the 2021 InvestmentNews Best Places to Work For Financial Advisers, you can visit Bestplacesforadvisers.com.