Client Advisory Team Analyst
Tolleson Wealth Management
Client Advisory Team Analyst
Tolleson Wealth Management
Multi-family office managing investments and trusts
DUTIES and RESPONSIBILITIES:
MINIMUM POSITION REQUIREMENTS:
OTHER ESSENTIAL CANDIDATE TRAITS:
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
Multi-family office managing investments and trusts
Tolleson Wealth Management provides comprehensive wealth management services for a select group of high-net-worth families. It acts as a multi-family office, coordinating investment management, trustee services, philanthropy, and private banking to simplify clients’ financial lives while aligning with family values. The company works by offering an integrated suite of services under one roof, helping clients oversee investments, trusts, charitable giving, and banking through a personalized, client-centered approach. What sets Tolleson apart is its focus on tailored, holistic family-office support and a culture that emphasizes well-being for both clients and staff, rather than a one-size-fits-all product. Its goal is to reduce complexity for wealthy families, preserve and grow wealth across generations, and reflect each family’s values in its financial strategy.
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