Client Advisory Team Analyst
Posted 29 Sep 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 1–3 yrs
- Management level
- Individual contributor
No salary listed for this role.
CertificationsCertified Public Accountant
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
- Communications with client service team and client outside advisors
- Preparation of financial reports and presentations for clients
- Coordination and execution of investment strategies
- Research on investment ideas and wealth management strategies
- Other duties as assigned by management
MINIMUM POSITION REQUIREMENTS:
- 1 – 3 years of work experience in financial services industry
- Have completed the CFP program, or in process of completion
- CPA preferred, but not required
- Undergraduate business degree in accounting or finance
- Preferred 3.2 minimum cumulative GPA
- Either internship or full-time work experience in finance 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 and background check
OTHER ESSENTIAL CANDIDATE TRAITS:
- Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
- Willingness to learn, expand responsibility
- Ability to maintain extreme confidentiality in dealing with client matters
- Ability to multi-task, manage several projects at one time, and follow through to completion
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