Lead Trader/Paraplanner
Symonds Wealth Management Firm
Location: Fort Worth, TX
Reports to: Managing Director / Lead Advisor
About Symonds Wealth Management
Symonds Wealth Management is a comprehensive financial advisory firm serving clients nationwide with personalized retirement and investment strategies. We are dedicated to providing exceptional client experiences and maintaining operational excellence across all areas of the business.
Position Summary
The Lead Trader/Paraplanner is a highly motivated and detail-oriented individual. Their purpose is to support our advisory team in delivering exceptional financial planning and investment management services. This individual will play a key role in trading, investment implementation, financial plan preparation, and day-to-day client service. The ideal candidate has a strong understanding of financial markets, portfolio construction, annuities, life insurance, and client service within a wealth management environment.Key
Responsibilities
- Execute trades and manage model portfolios through Envestnet and Wealthscape.
- Prepare, update, and maintain financial plans using eMoney Advisor.
- Support advisors in developing investment and retirement planning strategies.
- Assist with annuity, mutual fund, and managed account transactions.
- Conduct portfolio reviews, performance tracking, and rebalancing.
- Maintain accurate client records and ensure compliance with firm procedures.
- Prepare meeting materials, reports, and follow-up documentation.
- Coordinate with custodians and product partners to ensure smooth account operations.
- Contribute to the ongoing development of efficient processes and best practices for the firm’s trading and planning systems.
Qualifications
- Series 7 and 66 required (or ability to obtain promptly).
- Ability to obtain Texas Life and Health Insurance License within 90 days of hire.
- Bachelor’s degree in Finance, Economics, or related field preferred.
- 1–3 years of experience in a registered investment advisory or brokerage environment.
- Proficiency with Envestnet, Wealthscape, and eMoney Advisor required.
- Working knowledge of annuities, mutual funds, and portfolio management principles.
- Strong analytical and organizational skills with a high attention to detail.
- Excellent communication and interpersonal skills.
- Ability to manage multiple priorities in a fast-paced, client-focused environment
What We Offer
- 401(k) with company match
- Competitive compensation
- Collaborative and professional team environment
- Meaningful client interaction and relationship-building opportunities
Schedule
Full-time
Monday to Friday 8:30am-5:30pm
Work Location
In-office
Fort Worth, TX 76107
Pay Scale
$75,000- $85,000 with commission opportunity
Suggested information:
It is recommended that you include a brief letter of explanation if you have gaps in your employment history or if any of your previous listed positions lasted less than two years.
Required:
1) 10-15 minute video call with the Operations Manager required prior to scheduling an interview with the Managing Director
2) Professional reference check from an individual in a leadership/supervisory role prior to official hire
3) Be able to pass background check and fingerprinting
Pay: $75,000.00 - $85,000.00 per year
Benefits:
License/Certification:
- Series 7 (Preferred)
- Series 66 (Preferred)
Work Location: In person
