Investment Advisory Lead

3 weeks ago


Dallas, Texas, United States Tolleson Wealth Management Full time
Investment Advisory Leadership

Tolleson Wealth Management invites applications for an Investment Advisory Lead position. This role presents an opportunity to take charge of client engagement teams, guiding them towards successful outcomes.

Estimated Salary:$160,000 - $220,000 per year

About the Job
  • Responsibilities include leading client meetings, developing financial plans, and advising on investment strategies.
  • The successful candidate will have a solid background in finance, with expertise in areas such as asset allocation and risk management.
  • Must be able to motivate and train team members, promoting growth within the organization.

Requirements:

  • Bachelor's degree in finance or economics from a top-tier university.
  • A minimum of 9 years' experience in investment advisory or a related field, with a strong reputation for integrity and professionalism.
  • Candidates should hold advanced certifications, such as CFA or CAIA.
  • Superior communication and leadership skills, with the ability to think critically and solve complex problems.


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