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Financial Planner - Symonds Wealth Management at Facebook - ApplyBlast

Financial Planner - Symonds Wealth Management

Facebook

3 years ago

Fort Worth, TX

Onsite

Full Time

Medior

1 applicant

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About this role

A Portfolio Trader at Symonds Wealth Management is an associate-level role supporting the firm’s financial planning and investment services. The position acts as a primary client contact for account servicing and supports the Lead Advisor by enabling investment processing, planning support, and client relationship management. The role helps ensure accurate delivery of client plans and presentations while developing toward independent advisory responsibilities.

Skills

Qualifications

Bachelor's DegreeSeries 7Series 63Series 65 (Preferred)Series 66 (Preferred)

About Facebook

facebook.com

Headquarters

Menlo Park, California, United States

Company Size

10001+ employees

Founded

2004

View Profile

Facebook is a leading social media platform that allows users to connect and share with friends, family, and communities around the world. Through features such as posts, messaging, and content sharing, it fosters virtual interactions and social networking. Facebook also serves businesses and organizations by offering advertising solutions, tools for community engagement, and integration with e-commerce functionalities. With its expansive user base, Facebook plays a significant role in shaping social dynamics and digital communication globally.