Portfolio Trader & Financial Planning Associate
Kestra Financial Independent Advisor
Symonds Wealth Management in Fort Worth, TX seeks a Portfolio Trader to support the Lead Advisor with client servicing, portfolio trading, and financial planning. You will prepare meetings, assemble paperwork, and present investment ideas to clients. The role requires strong communication, attention to detail, and the ability to manage multiple tasks while developing client relationships. Prior broker/dealer experience is preferred, with CFP or CIMA optional. #J-18808-Ljbffr Kestra Financial Independent Advisor
Vacancy posted 2 days ago
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