Client Advisory Team Director

Company: Tolleson Wealth Management
Location: Dallas
Posted on: January 29, 2025

Job Description:

We are continually seeking talented individuals to join our team. Please submit your application to be considered for future opportunities. Qualified candidates will be contacted as positions become available.Duties and 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
  • Work closely with client families with a focus on a consultative, multigenerational approach and have a thorough and comprehensive understanding of these families
  • 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 profile prospects and clients regarding their values, needs, goals, and their full financial picture
  • Must be able to deliver highly complex holistic solutions to clients in a simple and straightforward fashion
  • Responsible for mentoring managers and senior analysts by training, teaching and developing their careers at the firm
  • Other administrative duties as assigned by managementMinimum Position Qualifications:
    • Bachelor's degree from accredited university, graduate or professional studies including JD, LLM, CPA, or CFP
    • Minimum 7-10 years' of wealth advisory to high-net worth and ultra-high net worth family clients
    • Must have completed the CFP program, or in process of completion
    • Must have extensive experience working with family clients of significant wealth and ideally, understand how to optimize an industry-leading platform to serve ultra-affluent family clients
    • Experience and expertise in multigenerational family client advisory
    • Must have strong understanding of wealth management process
    • Ability to maintain extreme confidentiality in dealing with client matters
    • Must consent to and have favorable consumer report, background check and drug/alcohol testOther Essential Candidate Traits:
      • Asset allocation and application to each client's goals
      • Performance reporting and how to interpret numbers
      • Estate planning and estate reduction strategies
      • Ability to perform property and casualty assessment
      • Understand how to evaluate life insurance and the product options
      • Knowledge and demonstrated integration of solutions across wealth management disciplines highly preferred
      • A well-known and expert presence with established centers-of-influence highly desirable
      • Proven ability to develop new business individually and in conjunction with team
      • Ability to be proactive and anticipate issues; works quickly and proactively to solve them
      • Willingness to learn, expand responsibilityNO AGENCIES PLEASETolleson Wealth Management is an Equal Opportunity Employer
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Keywords: Tolleson Wealth Management, Keller , Client Advisory Team Director, Executive , Dallas, Texas