Job summary
Job post source
This job is directly from Symmetry Wealth Advisory Group
Job overview
The Client Relationship Manager at Symmetry Wealth Advisory Group plays a key role in supporting the lead advisor by preparing financial plans and enhancing client experience within the firm.
Responsibilities and impact
The role involves developing client relationships, preparing financial plans and proposals, managing client data and workflows, supporting client meetings, ensuring compliance, and assisting with administrative tasks to support team productivity.
Experience and skills
Candidates should have 2-4 years of financial planning or wealth management experience, a Bachelor's degree, proficiency in Microsoft Office and financial software, with Series 65 and insurance licenses desired; certifications like CFP or QPFP are a plus.
Career development
The position offers ongoing training and professional development opportunities to enhance skills and knowledge.
Work environment and culture
The company promotes a collaborative, client-first culture with a hybrid work schedule including remote Fridays.
Company information
Symmetry Wealth Advisory Group is a financial advisory firm focused on delivering comprehensive financial planning and wealth management services.
Team overview
The candidate will work closely with the lead advisor and other team members in a supportive, collaborative environment.
Job location and travel
The job offers a hybrid work schedule with remote work on Fridays, indicating a flexible office location setup.
Unique job features
The role includes unique responsibilities such as managing client portfolios, using specialized financial planning software like E-Money and Smart RIA, and supporting compliance and client retention efforts.
Company overview
Symmetry Wealth Advisory Group is a financial services firm specializing in personalized wealth management, investment advisory, and retirement planning for individuals, families, and businesses. The company generates revenue primarily through advisory fees, asset management charges, and financial planning services. Founded with a focus on client-centric strategies, Symmetry Wealth Advisory Group emphasizes fiduciary responsibility and long-term relationship building. Their team often includes certified financial planners and investment professionals who tailor solutions to each client’s unique goals. Candidates should be aware of the firm’s reputation for ethical practices and commitment to ongoing education in a rapidly evolving financial landscape.
How to land this job
Tailor your resume to highlight your experience in financial planning, client relationship management, and proficiency with financial software like E-Money, emphasizing your ability to prepare comprehensive financial plans and support lead advisors effectively.
Focus on showcasing your communication skills, both written and verbal, along with your organizational abilities and attention to detail, as these are crucial for drafting reports, managing client data, and coordinating meetings.
Apply through multiple platforms including Symmetry Wealth Advisory Group's corporate careers page, LinkedIn, and relevant job boards to maximize your exposure for the Client Relationship Manager role.
Connect with current employees in the wealth management or client services divisions at Symmetry Wealth Advisory Group on LinkedIn; use ice breakers such as commenting on recent company news, asking about team culture, or inquiring about daily responsibilities to start a conversation.
Optimize your resume for ATS by including keywords from the job description such as 'financial planning,' 'E-Money,' 'client retention,' 'portfolio management,' and 'compliance,' ensuring your resume passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and discover LinkedIn contacts for networking, allowing you to focus your energy on preparing for interviews and enhancing your skills.
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