Client Advisory Team Analyst

Tolleson Wealth Management; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Tolleson Wealth Management is seeking a Finance Analyst to support personal wealth management initiatives, including investment analyses, estate and tax planning, debt management and insurance considerations.

You will gather client information, prepare financial reports and presentations, coordinate investment strategies, and collaborate with client service teams and outside advisors to deliver tailored advice and solutions.

Qualifications

• 1–3 years of work experience in financial services.
• CFP program in progress or completed.
• CPA preferred, but not required.
• Undergraduate business degree in accounting or finance.
• Minimum GPA 3.2.
• Internship or full-time experience in finance.
• Strong financial analytical skills and understanding of basic financial concepts.
• Desire to learn and grow in personal wealth management.
• Experience with Windows-based software including Excel and PowerPoint.
• Consent to and favorable consumer report and background check.

Responsibilities

• Prepare financial analyses for personal wealth management issues (investments, estate planning, tax planning, debt management, insurance).
• Gather information for client financial matters.
• Communicate with client service team and client outside advisors.
• Prepare financial reports and presentations for clients.
• Coordinate and execute investment strategies.
• Research investment ideas and wealth management strategies.
• Other duties as assigned by management.

Skills

Financial analysis

Attention to detail

Confidentiality

Multitasking

Proactive problem solving

Professional development

Education

Undergraduate degree in accounting or finance

CFP program in progress

CPA preferred

GPA 3.2

Tools

Microsoft Excel

PowerPoint

Windows

Job description

DUTIES and RESPONSIBILITIES:

• Prepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management and insurance
• Information gathering for client financial matters
• Communications with client service team and client outside advisors
• Preparation of financial reports and presentations for clients
• Coordination and execution of investment strategies
• Research on investment ideas and wealth management strategies
• Other duties as assigned by management

MINIMUM POSITION REQUIREMENTS:

• 1 – 3 years of work experience in financial services industry
• Have completed the CFP program, or in process of completion
• CPA preferred, but not required
• Undergraduate business degree in accounting or finance
• Preferred 3.2 minimum cumulative GPA
• Either internship or full-time work experience in finance industry
• Strong financial analytical skills and understanding of basic financial concepts
• Desire to learn and grow professionally in the personal wealth management business
• Experience using Windows based software, including Microsoft Excel and PowerPoint
• Must consent to and have favorable consumer report and background check

OTHER ESSENTIAL CANDIDATE TRAITS:

• Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
• Willingness to learn, expand responsibility
• Ability to maintain extreme confidentiality in dealing with client matters
• Ability to multi-task, manage several projects at one time, and follow through to completion

Tolleson Wealth Management is an Equal Opportunity Employer