Senior Analyst

Tolleson Wealth Management•Dallas, TX

23d

About The Position

DUTIES and 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 MINIMUM POSITION REQUIREMENTS: 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 IMCA (CPWA) designation a plus CPA preferred, but not required Must have strong understanding of wealth management process Asset allocation and application to each client’s goals Performance reporting and how to interpret numbers Estate planning and estate reduction strategies Charitable planning strategies Ability to perform property and casualty assessment Understand how to evaluate life insurance and the product options 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 NO AGENCIES PLEASE 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 is an Equal Opportunity Employer

Requirements

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
Asset allocation and application to each client’s goals
Performance reporting and how to interpret numbers
Estate planning and estate reduction strategies
Charitable planning strategies
Ability to perform property and casualty assessment
Understand how to evaluate life insurance and the product options
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

Nice To Haves

IMCA (CPWA) designation a plus
CPA preferred, but not required

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
Other duties as assigned by management