Financial Symmetry is honored to be recognized in the 2022 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. Our team was also recognized with this distinction in 2021.
Our company’s mission to enhance the lives our clients and communities through empowerment, education and guidance toward financial prosperity starts with us. Our team has managed to grow without turnover for several years, thanks in part to our commitment to creating rewarding and equally opportunistic career paths for our employees. In fact, most of our team began their careers with us as interns through our internship program which began in 2000. Over the years, more than 100 interns have impacted the trajectory of our firm, helping us become more efficient so we can better serve our clients.
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.”
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 2022 InvestmentNews Best Places to Work For Financial Advisers, you can visit Bestplacesforadvisers.com.