Financial Planner - Symonds Wealth Management
Kestra Financial Independent Advisor(2 years ago)
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.
Required Skills
- Portfolio Trading
- Financial Modeling
- Client Servicing
- Account Management
- Asset Allocation
- Report Generation
- Financial Planning
- Communication
- Time Management
- Sales
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65 (Preferred)
- Series 66 (Preferred)
- CFP (Preferred)
- CIMA (Preferred)
About Kestra Financial Independent Advisor
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