Financial Planner - Symonds Wealth Management
Kestra Financial Independent Advisor · Fort Worth, TX, US
- Posted
- 1161 days ago
- Last confirmed live
- 1 day ago
From the employer’s posting
Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation…
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