Job 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.

Position Requirements:

• Strong financial analytical skills and understanding of basic financial concepts
• Desire to learn and grow professionally in the personal wealth management business
• Willing to complete the Certified Financial Planner (CFP®) certification
• Experience using Windows based software, including Microsoft Excel and PowerPoint
• Must consent to and have favorable consumer credit history report and background check

Qualifications:

• 1 – 3 years of work experience in financial services industry
• Undergraduate business degree in Finance or Accounting are preferred
• Preferred 3.2 minimum cumulative GPA
• Previous internship or full-time work experience in financial services industry a plus

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.