kestra Verified 2d ago
Financial Planner - Symonds Wealth Management
Fort Worth, United States On-site
Salary not listedPaySalary not listed
TypeFull-time
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
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.
What you'll bring
- Bachelor’s degree
- 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
- Series 65/66 preferred (or ability to obtain)
- finance, accounting or related field preferred