Current jobs related to Portfolio Trader and Financial Advisor - Fort Worth Texas - Kestra Financial Independent Advisor

  • Financial Services Professional

    4 days 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...

  • Investment Portfolio Manager

    4 weeks ago

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

    Client Service Center RoleThe Client Service Center is the primary support center for First Command Financial Services clients and field partners, with a deep culture of client-obsessed service and the highest ethical standards.Trader RoleThe Trader role supports our clients, employees, and field partners by providing exceptional service and expertise in...

  • Financial Planner

    1 week 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...

  • 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...

  • Financial Solutions Advisor

    2 weeks ago

    Fort Worth, Texas, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping clients achieve their financial goals through personalized advice and guidance. As a key member of our team, you will work closely with high-net worth clients to identify their needs, develop relationships, and provide tailored investment recommendations that align with their...

  • Financial Operations Specialist

    1 week ago

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

    Job OverviewKestra Financial Independent Advisor is seeking a highly organized and detail-oriented Financial Operations Specialist to join our team.The ideal candidate will have 1-3 years of experience in a similar role and possess excellent communication and organizational skills.Responsibilities include:Operational Duties:Creating and managing investment...

  • Merrill Financial Solutions Advisor

    1 week ago

    Fort Worth, Texas, United States Bank of America Full time

    Merrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We are seeking a highly...

  • Financial Advisor

    1 month ago

    Fort Wayne, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial AdvisorAre you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established...

  • Tech Portfolio Lead

    4 weeks ago

    Fort Mill, South Carolina, United States LPL Financial Full time

    Job OverviewThe Portfolio Lead is responsible for end-to-end program management support to project delivery teams within the LPL Technology organization. This role supports large, complex programs with aggressive, fixed deadlines that cut horizontally across the LPL technology organization and integrate closely with operations and business teams external to...

  • Financial Services Representative/Paraplanner

    1 month ago

    Bellaire, Texas, United States Kestra Financial Independent Advisor Full time

    About Kestra Financial Independent AdvisorWe are an independent financial planning firm dedicated to providing exceptional service to our clients. As a highly motivated and self-driven individual, you will have the opportunity to make a meaningful impact in the lives of our clients.Job SummaryWe are seeking a skilled and detail-oriented Financial Services...

  • Financial Advisor

    2 weeks ago

    Fort Worth, Texas, United States SWMG, LLC Full time

    Job OpportunityWe are seeking a seasoned Financial Advisor to join our team at SWMG, LLC. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Job SummaryMeet with clients to discuss their financial goals and develop personalized investment plansConduct research...

  • Client Relations Specialist/Financial Planner

    2 months ago

    Bellaire, Texas, United States Kestra Financial Independent Advisor Full time

    Kestra Financial Independent Advisor is a reputable financial advisory firm. We are seeking a dedicated and proactive individual who is passionate about enhancing the financial well-being of our clients. The ideal candidate will demonstrate a strong initiative and a desire to grow alongside our organization. This role requires full-time presence in the...

  • Client Service Representative

    2 weeks ago

    Fort Myers, United States Advisor Employee Services Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Myers, FL is...

  • Portfolio Analyst

    4 weeks ago

    Fort Worth, United States INSPYR Solutions Full time

    Title: Financial Portfolio Reporting AnalystLocation: Hybrid – Fort Worth, TXDuration: ContractRate: $50 per hourWork Requirements: US Citizen, GC Holders or Authorized to Work in the

  • Financial Portfolio Reporting Specialist

    1 week ago

    Fort Worth, Texas, United States INSPYR Solutions Full time

    Job Title: Financial Portfolio Reporting AnalystLocation: Hybrid – Fort Worth, TXDuration: ContractRate: $50 per hourWork Requirements: US Citizen, GC Holders or Authorized to Work in the USAs a Portfolio Reporting and Analysis Expert at INSPYR Solutions, you will be responsible for creating and maintaining accurate and timely financial reports for our...

  • Portfolio Financial Analyst

    2 weeks ago

    Fort Worth, Texas, United States INSPYR Solutions Full time

    About the RoleThis Portfolio Analyst position is part of the Cybersecurity Portfolio Management team, providing financial and data analysis support across the Cybersecurity organization.The ideal candidate will gain a detailed understanding of our annual and monthly financial processes related to budget, forecast, and spend.They will also become familiar...

  • Financial Services Representative

    2 weeks ago

    Fort Dodge, Iowa, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a motivated and analytical individual looking to take your career to the next level? Do you have a passion for helping others achieve their financial goals? We're seeking a highly skilled Financial Professional to join our team at Prudential Advisors.Key Responsibilities:Develop relationships with...

  • Technology Portfolio Lead

    2 weeks ago

    Fort Mill, South Carolina, United States LPL Financial Full time

    Job OverviewThe Portfolio Lead is responsible for overseeing the end-to-end program management support to project delivery teams within the LPL Technology organization. This role supports large, complex programs with aggressive, fixed deadlines that cut horizontally across the LPL technology organization and integrate closely with operations and business...

  • Client Service Representative

    2 weeks ago

    Fort Myers, United States Advisor Employee Services Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Myers, FL is...

  • Financial Solutions Advisor

    2 weeks ago

    Fort Lauderdale, Florida, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized...

Portfolio Trader and Financial Advisor

2 months ago

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

Kestra Financial Independent Advisor is seeking a highly skilled and motivated Portfolio Trader and Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.

Key Responsibilities
  • Client Service and Support: Provide top-notch client service and support to our clients, including managing client relationships, responding to client inquiries, and resolving client issues.
  • Financial Planning and Analysis: Assist clients with financial planning and analysis, including creating financial plans, analyzing financial data, and making recommendations to clients.
  • Investment Processing: Process client investments, including executing trades, managing client portfolios, and monitoring investment performance.
  • Marketing and Business Development: Participate in marketing and business development efforts, including identifying new business opportunities, developing marketing materials, and presenting to clients and prospects.
Requirements
  • Education: Bachelor's degree in finance, accounting, or related field.
  • Experience: 3+ years of experience in the financial services industry, with a strong understanding of broker/dealer operations and financial services products.
  • Certifications: Series 7 and 63 required, Series 65/66 preferred (or ability to obtain), CFP or CIMA preferred.
What We Offer

Kestra Financial Independent Advisor offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about providing exceptional client service, we encourage you to apply for this exciting opportunity.