Portfolio Trader & Client Advisory Associate

Posted 19 days ago

kestra financialFort Worth (TX)

Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

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. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.