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Full-Time

Client Advisory Team Director

Confirmed live in the last 24 hours

Tolleson Wealth Management

Tolleson Wealth Management

51-200 employees

Wealth management and private banking services

Financial Services

Expert

Dallas, TX, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Bachelor’s degree from accredited university
  • Minimum 7-10 years’ of wealth advisory to high-net worth and ultra-high net worth family clients
  • CFP program completion or in process
  • Experience in multigenerational family client advisory
  • Strong understanding of wealth management process
  • Ability to maintain extreme confidentiality
  • Consent to background check and drug/alcohol test
Responsibilities
  • Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning
  • Research investment ideas and wealth management strategies
  • Assess financial decisions and situations creatively
  • Prepare financial reports and presentations for clients
  • Coordinate and execute investment strategies
  • Attend client meetings and provide input
  • Mentor managers and senior analysts
  • Other administrative duties as assigned
Tolleson Wealth Management

Tolleson Wealth Management

View

Tolleson Wealth Management

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2000

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

-8%

2 year growth

-1%