Financial Planner - Symonds Wealth Management

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development.

Summary

The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

Essential Duties and Responsibilities

Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning

Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation

Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews

Manage data and plans in financial planning software

Learn the technical aspects of the advisor position and prepare to service clients independently

Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply

Deepen client relationships and establish credibility and rapport both in person and via phone

Clearly articulate complex concepts to customers

Proactively communicating with clients and following up on all contacts assigned

Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives

Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business

Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Develop Centers of Influences such as community involvement, CPA's and attorneys, etc.

Other duties as assigned

Knowledge, Skills, and/or Abilities

Strong understanding of financial services industry and diverse investment products

Basic computer skills are essential (Outlook, Word, Excel and Power Point)

Excellent communication skills, both verbally and in writing

Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

Bachelor's degree (finance, accounting or related field preferred)

The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

Series 7 and 63 required

Series 65/66 preferred (or ability to obtain)

CFP or CIMA preferred

Knowledge, Skills, and/or Abilities