Wealth Management - Symphony Wealth Group
Kestra Financial Independent Advisor
Plano, texas
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...