Job Description

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
• Communication with client service team and outside client advisors
• Preparation of financial reports and presentations for clients
• Coordination and execution of investment strategies
• Research on investment ideas and wealth management strategies
• This is not a business development role.

MINIMUM POSITION REQUIREMENTS:

• 1 – 3 years of work experience in financial services industry
• In process of completion or willing to complete the Certified Financial Planner (CFP®) certification
• Undergraduate business degree in accounting or finance
• Preferred 3.2 minimum cumulative GPA
• Either internship or full-time work experience in financial 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, background check and drug/alcohol test

Company Description

A family-run business, Tolleson Wealth Management exists to make life simpler for families of wealth. Founded in 1997 as a single-family office for the Tolleson family, Tolleson Wealth Management has grown over the last 20+ years into a private multi-family office serving a select group of clients. Our vision is to help client families navigate the complexities that accompany wealth. Our comprehensive resources, coupled with our deep desire to serve, keep us committed to our mission of putting clients’ best interests first.