Client Advisory Senior Analyst at Tolleson… · Dallas

JOB SUMMARY: The Senior Analyst plays a key role in delivering comprehensive wealth management services, including financial planning, investment analysis, and strategy execution. This position manages client projects, develops thoughtful financial analyses and presentations, and works closely with clients, outside advisors, and internal teams to support complex financial decisions. The Senior Analyst also takes ownership of key deliverables and helps drive projects to completion while maintaining a high standard of accuracy, responsiveness, and client service.

JOB RESPONSIBILITIES:

• Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:
  • Investments
  • Estate planning
  • Tax planning
  • Debt management
  • Insurance
• Responsible for gathering all information for client financial matters
• Research on investment ideas and wealth management strategies
• Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client’s options and put together a quantitative and qualitative analysis
• Preparation of financial reports and presentations for clients
• Coordination and execution of investment strategies
• Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client’s outside advisors (CPA’s, Attorney’s etc.)
• Managing the flow of all projects for assigned clients and driving them to completion
• Must be able to ensure that all work products presented are timely, accurate and well thought out
• Must be able to delegate tasks, manage Analysts and communicate the status of projects to Managers and Directors
• Responsible for mentoring analysts by training, teaching and develop their careers at the firm

MINIMUM POSITION REQUIREMENTS:

• Bachelor’s degree from accredited university with major focus of study in accounting or finance
• 3+ years’ work experience in financial services industry
• Have completed the CFP program, or in process of completion
• IMCA (CPWA) designation a plus
• CPA preferred, but not required
• Must have strong understanding of wealth management process
  • Asset allocation and application to each client’s goals
  • Performance reporting and how to interpret numbers
  • Estate planning and estate reduction strategies
  • Charitable planning strategies
  • Ability to perform property and casualty assessment
  • Understand how to evaluate life insurance and the product options

OTHER ESSENTIAL CANDIDATE TRAITS:

• Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy
• Strong financial and analytical skills and understanding of basic financial concepts
• Desire to learn and grow professionally in the personal wealth management business
• Must consent to and have favorable credit report and background check