Tolleson Wealth Management · 2 days ago
Senior Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
3+ years expTolleson Wealth Management is a company focused on providing financial planning services to wealthy families. They are seeking a Senior Analyst to oversee and manage personal financial planning, conduct research on investment ideas, and prepare financial reports for clients.
BankingConsultingFinancial Services
Responsibilities
Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: Investments, Estate planning, Tax planning, Debt management, Insurance
Responsible for gathering all information for client financial matters
Research on investment ideas and wealth management strategies
Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client’s options and put together a quantitative and qualitative analysis
Preparation of financial reports and presentations for clients
Coordination and execution of investment strategies
Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client’s outside advisors (CPA’s, Attorney’s etc.)
Managing the flow of all projects for assigned clients and driving them to completion
Must be able to ensure that all work products presented are timely, accurate and well thought out
Must be able to delegate tasks, manage Analysts and communicate the status of projects to Managers and Directors
Responsible for mentoring analysts by training, teaching and develop their careers at the firm
Business development is not part of this role
Other duties as assigned by management
Qualification
Required
Bachelor's degree from accredited university with major focus of study in accounting or finance
3+ years' work experience in financial services industry
Have completed the CFP program, or in process of completion
Must have strong understanding of wealth management process
Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy
Strong financial and analytical skills and understanding of basic financial concepts
Desire to learn and grow professionally in the personal wealth management business
Must consent to and have favorable credit report and background check
Preferred
IMCA (CPWA) designation a plus
CPA preferred, but not required
Company
Tolleson Wealth Management
Tolleson Wealth Management is a consulting company that provides banking, bookkeeping and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carter Tolleson
Chief Executive Officer
Eric W. Bennett
Chief Investment Officer, Co-Founder
Recent News
Dallas Business Journal
2025-02-19
The Business Journals
2024-04-08
2024-02-19
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