Client Advisory Senior Analyst

Tolleson Wealth Management • Dallas, TX

4d

About The Position

The Senior Analyst delivers comprehensive wealth management services to wealthy families, including financial planning, investment analysis, and strategy execution. The role manages client projects, develops financial analyses and presentations, and works with clients, outside advisors, and internal teams to support complex financial decisions. The Senior Analyst owns key deliverables and drives projects to completion while maintaining accuracy, responsiveness, and strong client service.

The role also manages and coordinates client communications and work with outside advisors, attends client meetings, contributes to discussions, and helps execute investment strategies. The Senior Analyst delegates tasks, manages Analysts, communicates project status to Managers and Directors, and mentors Analysts through training and career development.

Requirements

• Bachelor’s degree from an accredited university, with a major focus in accounting or finance.
• At least 3 years of work experience in the financial services industry.
• Completed the CFP program or currently in the process of completing it.
• Strong understanding of the wealth management process.
• Understanding of asset allocation and how it applies to each client’s goals.
• Understanding of performance reporting and interpretation of numbers.
• Knowledge of estate planning and estate reduction strategies.
• Knowledge of charitable planning strategies.
• Ability to perform property and casualty assessments.
• Understanding of how to evaluate life insurance and available product options.
• Strong Excel, PowerPoint, and Word skills, with the ability to learn new systems and internet proficiency.
• Strong financial and analytical skills and understanding of basic financial concepts.
• Desire to learn and grow professionally in personal wealth management.
• Must consent to and have a favorable credit report and background check.

Nice To Haves

• IMCA (CPWA) designation.
• CPA certification; preferred but not required.

Responsibilities

• Oversee, manage, prepare, analyze, and advise wealthy families on personal financial planning matters, including investments, estate planning, tax planning, debt management, and insurance.
• Gather information related to clients’ financial matters.
• Research investment ideas and wealth management strategies.
• Assess financial decisions and situations, develop logical plans to evaluate client options, and prepare quantitative and qualitative analyses.
• Prepare financial reports and presentations for clients.
• Coordinate and execute investment strategies.
• Attend client meetings, contribute input, speak with clients by phone, and coordinate work and communication with clients’ outside advisors, including CPAs and attorneys.
• Manage the flow of projects for assigned clients and drive them to completion.
• Ensure work products are timely, accurate, and well considered.
• Delegate tasks, manage Analysts, and communicate project status to Managers and Directors.
• Mentor Analysts by training and teaching them and supporting their career development at the firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior