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Symmetry Financial Group
Symmetry Financial Group

120 Symmetry Financial Group Client Service Representative Jobs Hiring Near You

Dinwiddie Agency

Life Insurance Sales Agent

Lynchburg, VA · On-site +1

$30K - $160K/yr

The Dinwiddie Agency within Symmetry Financial Group continues to grow, and we need driven ... accurate client records * Attend team calls, mentorship sessions, and training (virtual or in ...

Symmetry Financial Group

Life Insurance

Denver, CO · On-site

This aspect, combined with the flexibility and incentives make Symmetry Financial Group a very attractive opportunity for many. SFG also provides mentorships and results proven, hands-on training so ...

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Symmetry Financial Group Jobs Information

What is it like to work at Symmetry Financial Group?

Symmetry Financial Group appears to be a results-driven organization that prioritizes teamwork and collaboration, fostering a culture of accountability and mutual support among its employees. The company's structure is designed to promote a dynamic and fast-paced work environment, with a focus on developing and executing innovative business strategies to achieve its mission of providing exceptional financial services to clients. For potential candidates, working at Symmetry Financial Group may appeal to those seeking a challenging and rewarding career in the financial services industry, with opportunities for professional growth and development in a rapidly evolving field.

What makes Symmetry Financial Group an attractive place to work?

Symmetry Financial Group is a leading insurance marketing organization that has established itself as a reputable and innovative player in the industry, with a strong focus on providing exceptional services to its clients. The company's workplace culture values collaboration, innovation, and a dynamic work environment, offering employees opportunities to grow professionally and contribute to the company's success. By joining Symmetry Financial Group, individuals can expect to be part of a fast-paced and entrepreneurial organization that offers a range of opportunities for career advancement, professional development, and making a meaningful impact in the industry.

What other companies are hiring for Client Service Representative jobs?

What are the most popular jobs at Symmetry Financial Group?

What are the most popular categories at Symmetry Financial Group?

Infographic showing various Client Service Representative job openings at Symmetry Financial Group in the United States as of August 2026, with employment types broken down into 20% Internship, 70% Full Time, and 10% Part Time. Highlights an 15% Physical, and 85% Remote job distribution.

Client Service Administrator - Maar Financial Group

Thrivent Financial

Naperville, IL

$46K - $58K/yr

Full-time

Medical, Retirement

Re-posted 6 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Job Description

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based, corresponding to the candidate's experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year's employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46,000 - $58,000

Position Roles/Responsibilities/Accountabilities

  • Bachelor's degree, preferably in a business or finance related field
  • Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
  • Interested in understanding economic trends, regulations, and other factors affecting client investments
  • Excellent writing skills
  • Very detail oriented and organized
  • Excellent problem solving and communication skills
  • Ability to flourish in a fast-paced environment
  • Ability to maintain integrity of sensitive/confidential information
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Pass any applicable pre-employment tests
  • Be able to demonstrate customer service orientation/experience obtained in any field
  • Proficient in Microsoft Word, Outlook, and Excel

External/Internal Dependencies

  • Must be able to work with all roles of the Maar Financial Group.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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