Wealth Advisory Analyst — Client-Focused Growth Role

Tolleson Wealth Management

Dallas (TX)

Sur place

USD 65 000 - 90 000

Plein temps

14 jours+

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Résumé du poste

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.

Responsabilités

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.