Financial Planner

Found in: Resume Library US A2 - 2 weeks ago

Fort Worth Texas, United States Kestra Financial Independent Advisor Full time
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

  • Financial Planner

    Found in: Appcast US C2 - 2 weeks ago

    Fort Worth, United States Kestra Financial Full time

    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...

  • Financial Planner

    2 weeks ago

    Fort Worth, United States Kestra Financial Full time

    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...

  • Financial Planner

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Fort Worth, United States Kestra Financial Full time

    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...

  • Financial Planner

    2 weeks ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSymonds 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...

  • Certified Financial Planner

    1 day ago

    Fort Collins, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Fort Collins is an independent fee-based practice managing over 200 million in client assets and is looking for an experienced CFP to join their team and manage complex financial planning for their...

  • Certified Financial Planner

    Found in: Appcast Linkedin GBL C2 - 1 day ago

    Fort Collins, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Fort Collins is an independent fee-based practice managing over 200 million in client assets and is looking for an experienced CFP to join their team and manage complex financial planning for their...

  • Financial Planner and Analyst

    6 days ago

    Fort Lauderdale, United States Outdoor Network Full time

    Job DescriptionJob DescriptionDescription:Company Overview:Outdoor Network is a premier provider of marine and powersport equipment, catering to enthusiasts and professionals alike. With nine retail stores, a state-of-the-art parts distribution center, and a passion for adventure, we strive to offer the best products and services to enhance our customers’...

  • Salaried Financial Advisor

    2 weeks ago

    Fort Washington, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries,...

  • Salaried Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Fort Washington, United States Recruiting Industry Specific Experts, LLC Full time

    A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries,...

  • senior planner, merchandise

    Found in: beBee jobs US - 7 days ago

    Fort Myers, Florida, United States Chico's FAS, Inc. Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Sr Planner, Merchandise

    Found in: beBee jobs US - 7 days ago

    Fort Myers, Florida, United States Chico's FAS Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Sr Planner, Merchandise

    7 days ago

    Fort Myers, United States Chico's Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Sr Planner, Merchandise

    Found in: beBee S US - 2 weeks ago

    Fort Myers, United States White House Black Market Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Sr Planner, Merchandise

    Found in: beBee S US - 5 days ago

    Fort Myers, United States Chico's FAS Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • SENIOR PLANNER, MERCHANDISE

    Found in: beBee S US - 5 days ago

    Fort Myers, United States Chico's FAS, Inc. Full time

    With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of our businesses. From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented...

  • Sr. Strategic Planner

    6 days ago

    Fort Meade, United States H I I CORP Defunct Full time

    Requisition Number: 14915 Required Travel: 0 - 10% Employment Type: Full Time/Salaried/Exempt Hours Per Week: 40 Security Clearance: TS/SCI with Poly Level of Experience: Senior Job Description II is seeking a Sr. Strategic Planner professional to join our Cyber and Intelligence Team! This work is performed on customer site at Fort Meade, MD to directly...

  • RN / Texas / Permanent / Clinical Nurse Coord Med PCU Job. Job in Fort Worth Allied-IT Jobs

    Found in: beBee S US - 2 weeks ago

    Fort Worth, United States HCA. Full time

    Description SHIFT: Nights (rotating weekends)SCHEDULE: Full-time Medical City Fort Worth Clinical Nurse Coordinator-Nights 7p-7a(Rotating Weekends) Medi cal City of Ft. Worth is a 320 bed MAGNET facility located in the heart of Fort Worth. It serves as a tertiary referral center not only for Tarrant County, but also numerous counties within a 90 mile...

  • RN / Texas / Permanent / Clinical Nurse Coord Bariatric Ortho MS Job. Job in Fort Worth Allied-IT Jobs

    Found in: beBee S US - 2 weeks ago

    Fort Worth, United States HCA. Full time

    Description SHIFT: Nights (rotating weekends)SCHEDULE: Full-time Medical City Fort Worth Clinical Nurse Coordinator-Nights 7p-7a(Rotating Weekends) Medi cal City of Ft. Worth is a 320 bed MAGNET facility located in the heart of Fort Worth. It serves as a tertiary referral center not only for Tarrant County, but also numerous counties within a 90 mile...

  • RN / Texas / Permanent / Clinical Nurse Coord Med Surg Job. Job in Fort Worth Allied-IT Jobs

    Found in: beBee S US - 2 weeks ago

    Fort Worth, United States HCA. Full time

    Description SHIFT: Days (rotating weekends)SCHEDULE: Full-time Medical City Fort Worth Clinical Nurse Coordinator-Days 7a-7p(Rotating Weekends) Medi cal City of Ft. Worth is a 320 bed MAGNET facility located in the heart of Fort Worth. It serves as a tertiary referral center not only for Tarrant County, but also numerous counties within a 90 mile...

  • Home Health Sales

    1 day ago

    Fort Worth, United States Jet Health Inc Full time

    Description: Primary function is to act as liaison between Agency and the community regarding community and customer needs. Responsibilities include development and promotion of home health programs and services while maintaining the standards of practice consistent with quality health care and maximizing human, financial and equipment...