Portfolio Trader & Client Advisory Associate

Kestra Financial; Fort Worth (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Kestra Financial in Fort Worth, TX, is seeking a Portfolio Trader who will manage client relationships, assist in investment processing, and support financial planning needs. The ideal candidate will have a bachelor's degree, 3+ years of experience in the financial services industry, and strong communication skills. Key responsibilities include consulting clients on investment strategies, managing client meetings, and utilizing financial planning software. Series 7 and 63 required, with Series 65/66 preferred.

Qualifications

• 3+ years of experience in the financial services industry.
• Strong understanding of broker/dealer operations and financial services products.
• Previous experience in the independent financial services culture preferred.

Responsibilities

• Manage client needs regarding service and financial planning.
• Prepare and follow up on client meetings.
• Consult with clients on investment strategies.
• Maintain data and plans in financial planning software.
• Proactively communicate with clients and follow up on all contacts.

Skills

Understanding of financial services industry

Excellent communication skills

Time management and organizational skills

Basic computer skills (Outlook, Word, Excel, PowerPoint)

Education

Bachelor's degree in finance, accounting or related field

Job description

Kestra Financial in Fort Worth, TX, is seeking a Portfolio Trader who will manage client relationships, assist in investment processing, and support financial planning needs. The ideal candidate will have a bachelor's degree, 3+ years of experience in the financial services industry, and strong communication skills. Key responsibilities include consulting clients on investment strategies, managing client meetings, and utilizing financial planning software. Series 7 and 63 required, with Series 65/66 preferred.