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Wealth Management Financial Consultant

Wealth Planner & Portfolio Trader

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: Kestra Financial
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A comprehensive financial planning firm in Fort Worth, TX is seeking a Portfolio Trader to handle client relationship management and investment strategies. The ideal candidate will have a Bachelor's degree and 3+ years of experience in the financial services industry. Responsibilities include supporting a Lead Advisor, preparing for client meetings, and managing investment portfolios. Required licenses include Series 7 and 63, with Series 65/66 preferred.

This role demands strong communication skills, time management, and client interaction.
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