Browse
···
Log in / Register

Financial Planner - Symonds Wealth Management

Negotiable Salary

Kestra Financial Independent Advisor

Fort Worth, TX, USA

Favourites
Share

Description

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. 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. Essential Duties and 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 Knowledge, Skills, and/or Abilities • 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 Education and/or Experience • 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 • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required • Series 65/66 preferred (or ability to obtain) • CFP or CIMA preferred Knowledge, Skills, and/or Abilities

Source:  workable View Original Post

Location
Fort Worth, TX, USA
Show Map

workable

You may also like

Rokt
Head of Investor Relations
New York, NY, USA
We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Head of Investor Relations Total compensation ranges from $440,000-$600,000, including a fixed annual salary of $270,000-$325,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We're seeking a seasoned Head of Investor Relations to lead and evolve Rokt’s investor relations efforts during a pivotal moment in our growth journey. This role will be instrumental in shaping how Rokt is perceived by current and future investors, especially as we move toward an IPO and navigate the public markets thereafter. . This role is ideal for someone with strong capital markets experience, a track record of supporting or leading IPO processes, and deep curiosity about the intersection of ecommerce, digital marketing technology, and data-driven platforms. The ideal candidate brings a mix of strategic storytelling, analytical rigor, and the ability to leverage technology to scale IR communications, reporting, and investor engagement. You’ll work closely with the CEO, CFO, and executive leadership team to develop and execute to define and communicate Rokt’s value to institutional investors, analysts, and the financial media. Responsibilities: Develop and lead Rokt’s investor relations strategy, including long-term positioning, key messaging, and financial narrative ahead of a potential IPO. Partner with leadership to define and communicate a compelling financial and strategic narrative aligned with Rokt’s growth trajectory. Serve as a trusted advisor to executive leadership on market sentiment, investor expectations, and competitive positioning. Build relationships with current and prospective investors, analysts, and investment banks. Manage the creation of all investor-facing materials including investor decks, earnings scripts, Q&A prep, press releases, and disclosures. Lead investor targeting, outreach, and relationship management, working with potential shareholders, analysts, and banking partners. Own the investor events calendar, including roadshows, fireside chats, industry conferences, and earnings calls. Collaborate with Legal, Finance, Marketing, and Comms to ensure consistent and compliant messaging across all investor and public channels. Stay on top of market trends, competitive positioning, and investor sentiment to inform internal strategy and messaging. Provide internal feedback on investor concerns, market dynamics, and valuation implications to inform corporate strategy. Work with the finance team to build models and dashboards that bring transparency to performance metrics and financial outlooks. Identify and implement technology and tools to streamline reporting, track investor interactions, and analyze market data. Support and help build a scalable, long-term public company IR function post-IPO. Requirements About You: 10+ years of experience in investor relations, equity research, investment banking, or corporate finance, ideally in high-growth tech. Proven experience leading a company through a successful IPO and/or managing public company investor relations. Strong financial literacy and modeling capability with the ability to translate numbers into strategic insights. Excellent written and verbal communication skills—clear, concise, and credible with C-suite, board members, and investors. Deep familiarity with capital markets and public company dynamics, including regulatory requirements. Strong grasp of the ecommerce and digital marketing technology ecosystem, including platform-based business models. Able to navigate a founder-led, fast-paced environment with humility, adaptability, and strong ownership mindset. Experience using or implementing IR platforms, CRM systems, and financial analytics tools. Benefits About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better.  About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: Become a shareholder. Every Rokt’star gets equity in the company Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!  Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance! Dog-friendly office Extra leave (bonus annual leave, sabbatical leave etc.)  Work with the greatest talent in town See the world! We have offices in New York, Seattle, Sydney, Tokyo and London We believe we’re better together. We love spending time together and are in the office most days (teams are in the office 4 days per week). We also get that you need to balance your life and your commitments so you have the flexibility to manage your own hours and can spend up to a week of every quarter working from anywhere. We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.
$440,000-600,000
NON-CDL Drivers (Brooklyn NY) (Brooklyn)
21 Thornton St, Brooklyn, NY 11206, USA
NON-CDL Drivers (Brooklyn NY) 1+ Year Experience Needed, Start ASAP Locations: Brooklyn NY 11206 Job descriptionL The Brooklyn Route Driver is responsible for providing efficient and safe delivery of boxes to our customers within the NYC Metro Area (5 Boroughs and other areas). The driver operates a refrigerated truck and also operates a hand truck to assist when making deliveries. Our drivers deliver orders to the appropriate destination within a scheduled time. They are expected to provide professional customer service. We offer the following: • Guaranteed 40 hours a week • Must be able to work a flexible shift (mornings and/or evenings) • Must be able to work weekends (Saturday & Sunday) and Holidays • Job Type: Full-time • Shift: 8 hour shift (Day, morning, night or overnight shift) • Competitive salary: From $18.00 per hour +tips • Paid weekly on Friday • Home ever day Qualifications: • Must have a valid NY, NJ, CT, MD, DE, VA, DC or PA driver license • MUST have a valid DOT medical card • Driver must have twelve (12) months of driving experience • Must be at least 21 years old • Clean MVR and no DUIs in 3 years • Bilingual a PLUS • Ability to clearly communicate and read in English • Ability to complete all basic and recurring training • Must be able to deliver orders up to 50 lbs in weight to the appropriate destination within a scheduled time (this may include walking up or down several flights of stairs) • Must be comfortable interacting with customers • Must have a strong commitment to customer service and safety • Comfort / familiarity with basic smartphone operations • Ability to utilize smartphones for two-way communication with our Operations Team • No degree required • Ability to prioritize and make decisions independently • Ability to navigate a route successfully & independently • 3 points or less on a motor vehicle report • No suspensions within the past 12 months and no more than 1 suspension in the past 3 years • No more than 1 accident in the past three years • Cannot have more than 3 moving violations within the past 3 years • Must be able to pass a DOT drug test APPLY TODAY!!! Be home every day with Active Staffing! Apply online or call us today. Hiring Process: 1. Click this link: https://activeny.securedportals.com/apply/ 2. Select the Transportation Branch and choose Commercial Driver. 3. Once you've finished the application, let us know so we can review it. 4. Text us 908-224-0100 a picture of the front and back of your driver's license and DOT card. 5. If you have an updated resume, kindly send it to our email
$19
Rokt
Head of Investor Relations
New York, NY, USA
We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Head of Investor Relations Total compensation ranges from $440,000-$600,000, including a fixed annual salary of $270,000-$325,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We're seeking a seasoned Head of Investor Relations to lead and evolve Rokt’s investor relations efforts during a pivotal moment in our growth journey. This role will be instrumental in shaping how Rokt is perceived by current and future investors, especially as we move toward an IPO and navigate the public markets thereafter. . This role is ideal for someone with strong capital markets experience, a track record of supporting or leading IPO processes, and deep curiosity about the intersection of ecommerce, digital marketing technology, and data-driven platforms. The ideal candidate brings a mix of strategic storytelling, analytical rigor, and the ability to leverage technology to scale IR communications, reporting, and investor engagement. You’ll work closely with the CEO, CFO, and executive leadership team to develop and execute to define and communicate Rokt’s value to institutional investors, analysts, and the financial media. Responsibilities: Develop and lead Rokt’s investor relations strategy, including long-term positioning, key messaging, and financial narrative ahead of a potential IPO. Partner with leadership to define and communicate a compelling financial and strategic narrative aligned with Rokt’s growth trajectory. Serve as a trusted advisor to executive leadership on market sentiment, investor expectations, and competitive positioning. Build relationships with current and prospective investors, analysts, and investment banks. Manage the creation of all investor-facing materials including investor decks, earnings scripts, Q&A prep, press releases, and disclosures. Lead investor targeting, outreach, and relationship management, working with potential shareholders, analysts, and banking partners. Own the investor events calendar, including roadshows, fireside chats, industry conferences, and earnings calls. Collaborate with Legal, Finance, Marketing, and Comms to ensure consistent and compliant messaging across all investor and public channels. Stay on top of market trends, competitive positioning, and investor sentiment to inform internal strategy and messaging. Provide internal feedback on investor concerns, market dynamics, and valuation implications to inform corporate strategy. Work with the finance team to build models and dashboards that bring transparency to performance metrics and financial outlooks. Identify and implement technology and tools to streamline reporting, track investor interactions, and analyze market data. Support and help build a scalable, long-term public company IR function post-IPO. Requirements About You: 10+ years of experience in investor relations, equity research, investment banking, or corporate finance, ideally in high-growth tech. Proven experience leading a company through a successful IPO and/or managing public company investor relations. Strong financial literacy and modeling capability with the ability to translate numbers into strategic insights. Excellent written and verbal communication skills—clear, concise, and credible with C-suite, board members, and investors. Deep familiarity with capital markets and public company dynamics, including regulatory requirements. Strong grasp of the ecommerce and digital marketing technology ecosystem, including platform-based business models. Able to navigate a founder-led, fast-paced environment with humility, adaptability, and strong ownership mindset. Experience using or implementing IR platforms, CRM systems, and financial analytics tools. Benefits About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better.  About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: Become a shareholder. Every Rokt’star gets equity in the company Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!  Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance! Dog-friendly office Extra leave (bonus annual leave, sabbatical leave etc.)  Work with the greatest talent in town See the world! We have offices in New York, Seattle, Sydney, Tokyo and London We believe we’re better together. We love spending time together and are in the office most days (teams are in the office 4 days per week). We also get that you need to balance your life and your commitments so you have the flexibility to manage your own hours and can spend up to a week of every quarter working from anywhere. We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.
$440,000-600,000
Program Director (Brooklyn, NY)
1950 Fulton St, Brooklyn, NY 11233, USA
Concern Housing offers a generous benefit package which includes; Medical Insurance (Agency pays 80% of the premium), Affordable Voluntary Dental and Vision Insurance, Flexible Spending Accounts, Agency Sponsored Retirement Plan, Employee Sponsored 403(b) Retirement Plan, Agency Sponsored Life Insurance Coverage and an Excellent Paid Time Off Package. Concern encourages employee growth, offering Educational Assistance and Scholarship Programs, Licensure Reimbursement and Possible Internship/Clinical Supervision. Referral Bonuses are also available! Concern Housing is seeking a Program Director to be responsible for all aspects of the CR-SRO Program development and operations, as well as compliance with state and federal regulations. Position: Program Director location: Brooklyn, NY (MacDougal St) Schedule: Monday-Friday; 9am-5pm Salary: $80,000-$100,000/yr. Duties and Responsibilities: - Supervision of the Supervisor, Service Coordinators, Counselors, and all other positions, as necessary, as well as staff scheduling. - On site supervision of cooks, administrative assistant and maintenance staff. - Weekly individual and group supervisory meetings. - Perform periodic evaluations and participate in hiring and dismissing staff. - All intake procedures, including screening of applicants and reporting to the Single Point of Access (SPA). - Compliance with NYSOMH and SPA procedures. - Maintain program occupancy rates. - Compliance with LIHTC and AHP regulations, including eligibility determination, annual certifications and any other reporting requirements, as necessary. - Cooperation with the Property Management department re: site maintenance and safety issues, as well as the accounting department. - Crisis Intervention (including 24/7 cell phone coverage). - Coordination of coverage in times of staff turnover. - Collaboration with other housing providers through committees, special projects, etc., as well as community outreach. - Responsible for assisting staff and clients with issues related to securing and maintaining entitlement income. - Remain current with all Agency required compliance documents and trainings. - Other tasks as assigned by the Director of Operations. Requirements: Masters Degree in Social Work, Rehabilitation Counseling or other related field. Minimum of five (5) years experience working in a residential setting with similar populations. Minimum of three (3) years of supervisory experience or training. Click here to apply: https://www.appone.com/MainInfoReq.asp?R_ID=6850729 Keywords: Program Supervisor, non-profit, social services, service coordinator, case manager, program director
$80,000-100,000
Bandit Running
Financial Controller
Brooklyn, NY, USA
Bandit Running is a pioneering technical performance brand committed to creating innovative, high-quality apparel & gear for goal-driven runners. Our mission to “Evolve Running” guides everything we do, always putting the needs of the global running community first. As the fastest-growing brand in the sport, we challenge conventional brand-building norms, prioritizing an extremely high-bar for disruptive excellence across product, experiences & content. Our vision is to build an enduring, iconic brand that breaks down barriers & inspires greater passion & participation in the sport we love.   We’re seeking a full-time Controller to lead the financial operations of the company and help scale our accounting infrastructure during this next phase of growth. As part of this role, you will work closely with our Head of Finance and Strategy,and cross-functional teams including Ops, Marketing, and Product. This role presents a unique growth opportunity for someone who is hands-on, detail-oriented, and excited to take ownership over key areas of Bandit’s financial systems and reporting. Requirements Financial Reporting & Close Lead monthly, quarterly, and annual close processes and produce GAAP-compliant financials Maintain and improve our chart of accounts, general ledger structure, and account reconciliations Work alongside org leadership on internal and external reporting and materials Cross-Functional Partnership Partner with Head of Finance and Strategy on forecasting, budgeting and cash flow management / optimization, and collaborate with business units to ensure spend is aligned with financial plans Ensure our reporting is a consistent and accurate representation of the evolving business System Implementation & Optimization Own A/P, A/R, payroll, and expense management workflows Drive the implementation and integration of key finance and accounting systems (e.g., inventory platforms, ERP) with a focus on inventory management Streamline accounting processes and identify automation opportunities Controls & Compliance Develop and enforce internal controls and accounting policies appropriate for a high-growth startup Ensure compliance with state and federal requirements (sales tax, 1099s, etc.) Spearhead audit preparation and execution (financial, 409A, and compliance-related), working in collaboration with our external auditors to fulfill all necessary financial requests You have 4-7 years of progressive accounting/finance experience, cash flow management and optimization experience Bachelor's degree in Accounting or Finance (CPA strongly preferred) Strong technical accounting knowledge and understanding of GAAP, strong modeling background in Excel Proven experience owning and improving accounting / finance processes Excellent attention to detail, organization, and communication skills Comfortable working in a fast-paced, dynamic startup environment Benefits Benefits Competitive salary + equity compensation 401k match Top tier medical insurance/benefits Rocket-ship level momentum with a career-defining opportunity at-hand At Bandit, we’re building an incredible culture rooted in our three core values—Trust, Empathy, & Excellence. We believe that in order to build the best team, our baseline is an environment where everyone can bring their full & authentic selves to the table. We are committed to fair hiring practices where we hire team members for their potential & advocate for diversity, equity, & inclusion. We do not discriminate based on your race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. Salary: $120,000-$150,000
$120,000-150,000
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.