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

Education and / or Experience

Certificates, Licenses, Registration

Knowledge, Skills, and / or Abilities