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Tolleson Wealth Management

Client Advisory Team Analyst

Dallas, TX

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hirly's read of this role

Seniority
Mid level
Country
US
Work mode
On-site / unstated
First seen by hirly
3 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

DUTIES and 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

MINIMUM POSITION REQUIREMENTS:

1 – 3 years of work experience in financial services industry

Have completed the CFP program, or in process of completion

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

Strong financial analytical skills and understanding of basic financial concepts

Desire to learn and grow professionally in the personal wealth management business

Experience using Windows based software, including Microsoft Excel and PowerPoint

Must consent to and have favorable consumer report and background check

OTHER ESSENTIAL CANDIDATE TRAITS:

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

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

Original posting on Tolleson Wealth Management's site ↗

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