Portfolio Trader & Financial Planning Associate
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management, Financial Sales
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.
Step into the Portfolio Trader & Financial Planning Associate role at Kestra Financial Independent Advisor in Fort Worth, TX, United States and grow with us.
As a Portfolio Trader & Financial Planning Associate, you will play an important part at Kestra Financial Independent Advisor in Fort Worth, TX, United States.
We invite applications for the Portfolio Trader & Financial Planning Associate position located in Fort Worth, TX, United States.
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