Financial Planner - Symonds Wealth Management
Kestra Financial Independent AdvisorFort Worth, Texas, United States
Posted June 29, 2023
Full Time
About the Company
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Job Description
Symonds Wealth Management, a financial planning firm in Fort Worth, TX, is seeking a Portfolio Trader to support client relationship management and account servicing. The role involves client meetings, financial planning support, and asset allocation, requiring a detail-oriented individual who can analyze financial data and communicate complex concepts to clients. The associate will be a key contact for customers, handling day-to-day client needs on behalf of the Lead Advisor.
Requirements
- Support Lead Advisor of a large book of business
- Manage client needs regarding service, asset allocation, and case design
- Prepare and follow up on client meetings
- Consult with clients on investment strategies
- Manage data and plans in financial planning software
- Deepen client relationships and establish credibility
- Communicate complex concepts to customers
- Proactively communicate with clients and follow up on all contacts assigned
