Analyst, Client Advisory Team

Location: Dallas, TX
Job Code: 220
# of Openings: 1



Job Title:           Analyst, Client Advisory Team


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

·             This is not a business development role.


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, applications and the Internet

·             Must consent to and have favorable consumer report, background check and drug/alcohol test




We are a private, multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide help simplify our clients’ financial needs and express their family values. Our team is made up of self-starters who enjoy a workplace that’s collaborative and engaging. Together, we foster a culture that embraces teamwork, creativity, fun and excellence. Interested in working with us? We’re looking for talented individuals to help us sustain our passionate and purposeful approach.



No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity.  Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.



Tolleson Wealth Management will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Tolleson Wealth Management is an Equal Opportunity Employer


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