Client Advisory Team Analyst

Job overview

The Client Advisory Team Analyst role is onsite in University Park, TX. Compensation is not specified. Tolleson Wealth Management’s client advisory work supports personal wealth management matters. The analyst prepares financial analyses and client materials and helps coordinate investment strategies. The role contributes research and organized client information to support advisory work across investments, estate planning, tax planning, debt management, and insurance.

What you'll do

• Prepare financial analyses for personal wealth management issues
• gather client financial information
• communicate with the client service team and clients’ outside advisors
• prepare client reports and presentations
• coordinate and execute investment strategies
• research investment ideas and wealth management strategies.

What we're looking for

Skills & competencies

client advisory team analyst

university park tx

tolleson wealth management

wealth management

financial analysis

investment strategies

estate planning

tax planning

debt management

insurance analysis

client reports

cfp program

Work arrangement

• Weekend coverage required

Why this role

The posting seeks one to three years of financial services experience, completion or current progress in the CFP program, and an undergraduate business degree in accounting or finance. CPA is preferred but not required.

About the employer

Tolleson Wealth Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.