Financial Planning Manager
3 weeks ago
Tolleson Wealth Management seeks a highly skilled Financial Planning Manager to lead our team in delivering exceptional wealth management services to clients.
Estimated Salary:$120,000 - $180,000 per year
About the Role- Serve as project manager for client engagements, overseeing the successful completion of projects.
- Provide expert advice on personal financial planning, including investments, estate planning, tax planning, debt management, and insurance.
- Responsible for gathering information, researching investment ideas, and assessing financial decisions.
- Prepare financial reports and presentations for clients, coordinating and executing investment strategies.
- Develop and mentor junior team members, fostering their growth within the company.
Requirements:
- Bachelor's degree in accounting or finance from an accredited university.
- 5-10 years' experience in the industry, with a strong understanding of wealth management processes.
- Candidates should hold designations such as CFP, IMCA, (CPWA), CPA, CFA, or JD.
- Excellent analytical and Excel skills, with the ability to learn new systems.
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