Wealth Management - Symphony Wealth Group

Symphony Wealth Group, an independent financial advisory firm under Kestra Financial, is seeking a Wealth Management professional to enhance our team. As a member of Symphony Wealth Group, you will engage with high-net-worth clients, providing customized wealth management solutions tailored to their unique financial situations. This role will involve not only portfolio management but also financial planning, investment strategies, and ongoing client relationship development. Ideal candidates will be proactive in building relationships and demonstrating a thorough understanding of financial markets, investment products, and the wealth management landscape. Our focus is on delivering an exceptional client experience and contributing to the long-term success of our clients.

Requirements

Essential Duties and Responsibilities:

• Assist in the development and management of investment portfolios for high-net-worth individuals and families
• Work closely with senior advisors to create personalized financial plans based on clients' goals and risk tolerance
• Conduct market research and analysis to identify opportunities for clients and inform investment strategies
• Maintain and enhance client relationships, ensuring high levels of client satisfaction
• Participate in client meetings, prepare necessary documentation, and follow up on action items
• Stay current with industry trends, regulations, and best practices related to wealth management
  
  

Qualifications:

• Minimum of 3 years of experience in wealth management, financial advisory, or a related field
• Strong knowledge of investment products, financial planning strategies, and portfolio management
• Exceptional communication and interpersonal skills, with the ability to convey complex financial concepts to clients
• Proficient in financial analysis software and CRM systems
• Bachelor's degree in Finance, Business, or a related field
• Professional certifications such as CFP, CFA, or equivalent are preferred
  
  

Benefits:

• Competitive base salary with performance-based incentives and bonuses
• Comprehensive health benefits, including medical, dental, and vision
• 401(k) retirement plan with company matching
• Paid time off and holidays
• Opportunities for professional development and continuing education
  
  
  

About Symphony Wealth Group:

Symphony Wealth Group partners with clients to realize their financial aspirations through innovative investment strategies and holistic financial planning. We pride ourselves on our commitment to client service and aim to make a lasting impact in the lives of our clients while working collaboratively in a dynamic team environment.