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