Sr. Analyst, Client Advisory Team

Dallas, Texas
Oct 06, 2020
Nov 05, 2020
Job Role
Employment Type
Full Time

JOB TITLE:  Sr. Analyst, Client Advisory Team

REPORTS TO:  Client Advisory Team Managers/Directors


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



  • 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, background check and drug/alcohol test


We are a private, multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide help simplify our clients’ financial needs and express their family values. Our team is made up of self-starters who enjoy a workplace that’s collaborative and engaging. Together, we foster a culture that embraces teamwork, creativity, fun and excellence. Interested in working with us? We’re looking for talented individuals to help us sustain our passionate and purposeful approach.



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 will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.


Tolleson Wealth Management is an Equal Opportunity Employer


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