Kestra Financial Independent Advisor

Operations Associate - Symonds Wealth Management

Kestra Financial Independent Advisor(2 years ago)

Fort Worth, TXOnsiteFull TimeJunior$55,127 - $74,120 (estimated)Operations
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About this role

An Operations Associate at Symonds Wealth Management is an entry-level role within the firm's operations team based in Fort Worth, TX. The position reports to the Operations Manager and is part of a retirement planning and investment management firm.

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Required Skills

  • Computer Skills
  • Phone Communication
  • Organizational Skills
  • Persistence
  • Data Entry
  • Customer Service
  • CRM
  • Cashiering
  • eMoney

Qualifications

  • College Degree (Preferred)
Kestra Financial Independent Advisor

About Kestra Financial Independent Advisor

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