Client Advisor Analyst
a day ago
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OnsiteInternEntry
Summary
Tolleson Wealth Management is seeking a Client Advisor Analyst to join their team in Dallas, TX. The role involves preparing financial analyses for personal wealth management issues and coordinating investment strategies.
About the Role
As a Client Advisor Analyst, you will be responsible for preparing financial analyses related to investments, estate planning, tax planning, debt management, and insurance. You will gather information for client financial matters, communicate with the client service team and outside advisors, prepare financial reports and presentations, coordinate investment strategies, and conduct research on investment ideas and wealth management strategies. This position does not involve business development.
About You
Required:
- 1 – 3 years of work experience in the financial services industry.
- Undergraduate business degree in accounting or finance.
- In process of completion or willing to complete the Certified Financial Planner (CFP®) certification.
- Strong financial analytical skills and understanding of basic financial concepts.
- Experience using Windows based software, including Microsoft Excel and PowerPoint.
Preferred:
- Preferred 3.2 minimum cumulative GPA.
- Either internship or full-time work experience in the financial industry.
- Desire to learn and grow professionally in the personal wealth management business.
Tolleson Wealth Management
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurture a legacy of prosperity and fulfillment for generations to come. For more information, visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/general-website-disclosure/,
Dallas, TX