Current jobs related to Financial Services Professional - Fort Worth, Texas - Kestra Financial Independent Advisor

  • Financial Services Professional

    1 week ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job SummaryThe Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.Key ResponsibilitiesSupports Lead Advisor of a...

  • Financial Services Consultant

    1 week ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Financial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Services Consultant, you'll play a critical role in this mission by providing expert financial planning and guidance to our clients.Key Responsibilities:• Partner with local military...

  • National Financial Services Consultant

    2 weeks ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Job SummaryThe National Branch Financial Service Advisor (NB-FSA) plays a vital role in supporting First Command clients assigned to the Home Office. This position requires proactive client outreach for account reviews and updates, as well as other specific responsibilities.Key Responsibilities:Proactive client outreach for account reviews and...

  • Financial Services Representative

    7 days ago

    Fort Worth, Texas, United States OneMain Financial Full time

    Job Summary:Foster strong relationships with dealer partners to promote and sell OneMain Financial's products and services. Key responsibilities include:Prospecting and qualifying new dealer partners to increase sales and revenue.Collaborating with management to analyze sales trends and develop strategies to improve dealer performance.Resolving customer...

  • Financial Services Professional

    2 weeks ago

    Fort Worth, Texas, United States American National Bank of Texas Full time

    Job Summary:The Financial Services Professional will be responsible for developing and managing client relationships, helping clients achieve their long-term financial goals, and providing investment and financial planning advice. Key responsibilities include meeting with clients to discuss their financial goals and current financial position, building and...

  • Financial Services Professional

    2 weeks ago

    Fort Worth, Texas, United States American National Bank of Texas Full time

    Job Summary:The American National Bank of Texas is seeking a skilled Financial Services Professional to join our team. As a key member of our wealth management division, you will be responsible for developing and maintaining strong relationships with clients, helping them achieve their long-term financial goals.Key Responsibilities: Meet with clients to...

  • Financial Services Professional

    2 weeks ago

    Fort Worth, Texas, United States Atria Wealth Solutions Full time

    Financial Advisor - Investment ServicesCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, developing investment...

  • Financial Services Professional

    1 week ago

    Fort Worth, Texas, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to credit union members in the Fort Worth, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on...

  • Financial Services Professional

    1 month ago

    Fort Worth, Texas, United States Atria Wealth Solutions Full time

    Financial Advisor Job DescriptionCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.Responsibilities:Identify and evaluate customer needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy...

  • Financial Services Professional

    2 weeks ago

    Fort Worth, Texas, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.Responsibilities:Identify and evaluate customer needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy to...

  • Financial Services Specialist

    2 weeks ago

    Fort Worth, Texas, United States Equitable Services Full time

    Join Our Team as a Retirement Benefits Group Financial ProfessionalAt Equitable Advisors, we are committed to helping individuals build fulfilling futures through our innovative solutions and commitment to our clients.We are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG) team.As a Financial...

  • Financial Services Professional

    1 week ago

    Fort Worth, Texas, United States Southside Bank Full time

    Job Title: Financial Advisor SecuritiesJob Summary:We are seeking a highly skilled Financial Advisor Securities to join our team at Southside Bank. As a Financial Advisor Securities, you will be responsible for promoting and selling Non-deposit Investment products and services to the public through an integrated marketing program.Key...

  • Financial Analyst II

    2 weeks ago

    Fort Worth, Texas, United States GM Financial Full time

    About the RoleGM Financial is seeking a highly skilled Financial Analyst II to join our Asset Liability Management (ALM) team. As a key member of our team, you will be responsible for Interest Rate Risk (IRR) modeling and analysis to support the development of the ALM function.The ideal candidate will have advanced knowledge of finance, statistics,...

  • Virtual Financial Advisor

    2 weeks ago

    Fort Worth, Texas, United States Thrivent Financial Full time

    Unlock Your Potential as a Virtual Financial AdvisorJoin Thrivent Financial, a Fortune 500 company, as a Virtual Financial Advisor and embark on a fulfilling career that combines your passion for helping others with your expertise in financial planning. Our Virtual Advice team is dedicated to providing innovative and personalized financial solutions to our...

  • Food Service Professional

    2 weeks ago

    Fort Worth, Texas, United States TX Citywide Professional Services Full time

    Job Title: Food Service WorkerJob Summary:The Food Service Worker will assist the manager with food/meal preparation, maintain cash receipts and meal records, and assist the manager in completing daily reports. The ideal candidate will maintain high standards of quality in food production, sanitation, and kitchen safety practices.Responsibilities:Prepare...

  • Financial Planner

    2 weeks ago

    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at Kestra Financial Independent Advisor. As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Support Lead Advisors in managing client...

  • Holistic Financial Coach

    2 days ago

    Fort Worth, Texas, United States Thrivent Financial Full time

    Thrivent Financial Advisor RoleAs a Thrivent Financial Advisor, you'll have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial guidance. This role is ideal for individuals who are passionate about helping others achieve their goals and live a life of generosity.Key ResponsibilitiesBuild and...

  • Customer Service Representative

    7 days ago

    Fort Worth, Texas, United States PennyMac Financial Services, Inc. Full time

    About the Role:PennyMac Financial Services, Inc. is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues that may arise.Key Responsibilities:Respond to customer...

  • Senior Financial Analyst

    2 weeks ago

    Fort Worth, Texas, United States GM Financial Full time

    About the RoleThe Senior Financial Analyst is a key member of the Financial Reporting team at GM Financial, responsible for preparing internal and external financial reporting documents and disclosures. This role requires a strong understanding of generally accepted accounting principles and the ability to analyze complex financial...

  • Senior Financial Analyst

    2 weeks ago

    Fort Worth, Texas, United States GM Financial Full time

    About the RoleThe Senior Financial Analyst is a key member of the Financial Reporting team at GM Financial, responsible for preparing internal and external financial reporting documents and disclosures. This role requires a strong understanding of generally accepted accounting principles and the ability to mentor junior team members.Key...

Financial Services Professional

2 months ago

Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time
Job Description

Kestra Financial Independent Advisor is seeking a highly skilled and motivated Financial Services Professional to join our team as a Portfolio Trader. As a key member of our investment planning team, you will be responsible for providing exceptional client service and support in the areas of investment processing, planning assistance, and portfolio management.

Key Responsibilities:

  • Support Lead Advisors in managing client relationships and providing investment advice
  • Execute portfolio trading and data gathering activities
  • Develop and implement investment plans and strategies
  • Provide exceptional client service and support
  • Collaborate with internal partners to achieve business objectives

Requirements:

  • Bachelor's degree in finance, accounting, or related field
  • 3+ years of experience in the financial services industry
  • Series 7 and 63 licenses required
  • Series 65/66 and CFP or CIMA certifications preferred

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation and benefits package