Client Advisory Team Analyst

Tolleson Wealth Management • Dallas, TX

2d • Onsite

About The Position

The Client Advisory Team Analyst will prepare financial analyses for various personal wealth management issues, including investments, estate planning, tax planning, debt management, and insurance. This role involves information gathering for client financial matters, communication with client service teams and outside advisors, and preparation of financial reports and presentations for clients. The analyst will also coordinate and execute investment strategies and conduct research on investment ideas and wealth management strategies. Other duties may be assigned by management.

Requirements

• 1 – 3 years of work experience in financial services industry
• Have completed the CFP program, or in process of completion
• Experience using Windows based software, including Microsoft Excel and PowerPoint
• Must consent to and have favorable consumer report and background check
• Strong financial analytical skills and understanding of basic financial concepts
• Desire to learn and grow professionally in the personal wealth management business

Nice To Haves

• 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
• Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
• Willingness to learn, expand responsibility
• Ability to maintain extreme confidentiality in dealing with client matters
• Ability to multi-task, manage several projects at one time, and follow through to completion

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
• Other duties as assigned by management

What This Job Offers

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