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 u2022 Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning u2022 Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation u2022 Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews u2022 Manage data and plans in financial planning software u2022 Learn the technical aspects of the advisor position and prepare to service clients independently u2022 Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply u2022 Deepen client relationships and establish credibility and rapport both in person and via phone u2022 Clearly articulate complex concepts to customers u2022 Proactively communicating with clients and following up on all contacts assigned u2022 Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives u2022 Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business u2022 Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork u2022 Develop Centers of Influences such as community involvement, CPAu2019s and attorneys, etc. u2022 Other duties as assigned Knowledge, Skills, and/or Abilities u2022 Strong understanding of financial services industry and diverse investment products u2022 Basic computer skills are essential (Outlook, Word, Excel and Power Point) u2022 Excellent communication skills, both verbally and in writing u2022 Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once u2022 Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience u2022 Bacheloru2019s degree (finance, accounting or related field preferred) u2022 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 u2022 Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration u2022 Series 7 and 63 required u2022 Series 65/66 preferred (or ability to obtain) u2022 CFP or CIMA preferred Knowledge, Skills, and/or Abilities

Created: 2025-12-04