Kestra Financial Independent Advisor

Operations Associate - Symonds Wealth Management

Kestra Financial Independent Advisor

2 years ago
Fort Worth, TX
Onsite
Full Time
Junior
0 applicants
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Kestra Financial Independent Advisor
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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.

Skills

Qualifications

College Degree (Preferred)
Kestra Financial Independent Advisor

About Kestra Financial Independent Advisor

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About Kestra Financial Independent Advisor

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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