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
Responsible for gathering all information for client financial matters
Research on investment ideas and wealth management strategies
Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the clients 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 clients outside advisors (CPAs, Attorneys etc.)
Managing the flow of all projects for assigned clients and driving them to completion
Must be able to ensure that all work products presented are timely, accurate and well thought out
Must be able to delegate tasks, manage Analysts and communicate the status of projects to Managers and Directors
Responsible for mentoring analysts by training, teaching and developing their careers at the firm
Requirements:
Bachelors degree in finance or accounting is required
5-10 years of audit or finance technical experience
CFP or CPA required
Strong presentation and polished required
Compensation: Base $140-175k + Bonus Target (20%)
Numbers & Facts
Location
Dallas, TX
Skills
Accountingunmatched
Analysis Skillsunmatched
Attorneyunmatched
Certified Public Accountant (CPA)unmatched
Customer/Client Researchunmatched
Debt Managementunmatched
Estate Planningunmatched
Financeunmatched
Financial Analysisunmatched
Financial Auditunmatched
Financial Planningunmatched
Financial Reportingunmatched
Insuranceunmatched
Investment Strategyunmatched
Management Strategyunmatched
Mentoringunmatched
Qualitative Analysisunmatched
Quantitative Analysisunmatched
Tax Planningunmatched
Time Managementunmatched
Training/Teachingunmatched
Wealth Managementunmatched
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