Client Advisory Senior Analyst

Tolleson Wealth Management•Dallas, TX

About The Position

The Senior Analyst plays a key role in delivering comprehensive wealth management services, including financial planning, investment analysis, and strategy execution. The position 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 a high standard of client service. The role also involves mentoring Analysts and communicating project status to Managers and Directors.

Requirements

Bachelor’s degree from an accredited university, with a major focus of study in accounting or finance.
At least 3 years of work experience in the financial services industry.
Completed the CFP program or be in the process of completing it.
Strong understanding of the wealth management process.
Knowledge of asset allocation and its application to client goals.
Knowledge of performance reporting and how to interpret results.
Knowledge of estate planning and estate reduction strategies.
Knowledge of charitable planning strategies.
Ability to perform property and casualty assessments.
Ability to evaluate life insurance and product options.
Strong Excel, PowerPoint, and Word skills; ability to learn new systems; and internet savvy.
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 receive a favorable credit report and background check.

Nice To Haves

IMCA (CPWA) designation.
CPA qualification.

Responsibilities

Oversee, manage, prepare, analyze, and advise wealthy families on personal financial planning, 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 and provide input; speak with clients by phone; and coordinate work and communication with clients’ outside advisors, including CPAs and attorneys.
Manage 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.