Financial Advisor at Tolleson Wealth Management

Winston-Salem, North Carolina, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

CFP® certification
Minimum Bachelor’s Degree, MBA a plus
Minimum of 5-7 years of experience in a wealth management-related or financial services field
Minimum of 3-5 years of financial planning experience
Proven analytical and problem-solving skills
Highly proficient in financial planning software and computer software, including Microsoft Office
Excellent written and verbal communication skills
Team player, able to work well with all levels of the firm, as well as with clients
Adaptability and flexibility; ability to work under pressure and beyond standard hours during busy periods to meet client needs
Personable, warm, engaging; Client first attitude
Occasional travel may be required
Embody Modera’s core values: Confident Humility, Contagious Growth Mindset, Trusted Relationships
Extremely organized with excellent attention to detail
Capable of prioritizing and managing multiple tasks concurrently
Thrives in an environment focused on creative problem solving
Engaging and charismatic communicator
Passion for excellent service
Self-starter
Commitment to maintaining a supportive and inclusive environment

Responsibilities

Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management
Build deep relationships with clients, including communicating with clients on the implementation of their financial plans, illustrating the potential impact of various plan scenarios and updating plans based on key events in their lives
Lead client meetings with relevant team member(s)
Collaborate with investment team to manage client portfolios and provide research on investment products and economic trends
Manage rebalancing activities such as investment changes and tax-loss harvesting in conjunction with client cash flow needs
Oversee your client service team’s new client onboarding process and monitoring service requests
Foster new business development opportunities to help the firm grow
Engage in teamwork and teambuilding, including coaching and development of team members

Skills

financial planning

cash flow analysis

tax planning

investment strategy

retirement planning

estate planning

executive compensation

risk management

client relationship management

portfolio management

client meetings

Tolleson Wealth Management

Multi-family office providing wealth management services

About Tolleson Wealth Management

Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative work environment where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many other wealth management firms, Tolleson emphasizes a personalized approach, serving a select group of clients to ensure dedicated attention and service. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients and create lasting relationships built on trust and shared values.

Dallas, TexasHeadquarters

2000Year Founded

VENTURE_UNKNOWNCompany Stage

Social Impact, Financial ServicesIndustries

201-500Employees

Risks

Robo-advisors pose a threat with low-cost solutions for tech-savvy clients.

ESG investing trends may pressure Tolleson to adapt its strategies.

Regulatory scrutiny could impact Tolleson's operations and fiduciary responsibilities.

Differentiation

Tolleson offers bespoke wealth management services tailored to high-net-worth families.

The firm emphasizes philanthropy, aligning with clients' family values and community engagement.

Tolleson integrates technology in wealth management, winning awards for innovation.

Upsides

Tolleson's investment in Alphabet Inc. showcases strategic growth in tech sectors.

Recognition as a top wealth manager enhances Tolleson's industry reputation.

Community partnerships and philanthropy strengthen client relationships and brand image.

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