Financial Planning Manager

3 weeks ago


Dallas, Texas, United States Tolleson Wealth Management Full time
Job Overview

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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