Kestra Financial · 5 months ago
Financial Planner - Symonds Wealth Management
Fort Worth, TX
Full-time
Onsite
Mid Level
3+ years expKestra Financial is a comprehensive financial planning and investment firm located in Fort Worth, TX, and they are seeking a Portfolio Trader. The role involves supporting the Lead Advisor in managing client needs, preparing for client meetings, and consulting on investment strategies while maintaining a strong understanding of the financial services industry.
BankingConsultingFinanceFinancial Services
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
Qualification
Required
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
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
Series 7 and 63 required
Preferred
Bachelor's degree (finance, accounting or related field preferred)
Previous experience in the independent financial services culture preferred
Series 65/66 preferred (or ability to obtain)
CFP or CIMA preferred
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase