{"id":1487663,"url":"https://alion.io/job/tolleson-wealth-management-client-advisory-team-analyst","title":"Client Advisory Team Analyst","company":{"id":708255,"name":"Tolleson Wealth Management","domain":"tollesonwealth.com","url":"https://alion.io/company/tolleson-wealth-management","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Analytics","role_family":"Analytics","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":54000,"max_usd":101000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":991},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2026-09-29T18:39:54Z","employer_posted_date":"2026-09-29","last_verified_at":"2026-10-21T10:56:52Z","board_verified":true,"closed_at":null,"days_open":21,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":21},"description":"DUTIES and RESPONSIBILITIES:\nPrepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management and insurance\nInformation gathering for client financial matters\nCommunications with client service team and client outside advisors\nPreparation of financial reports and presentations for clients\nCoordination and execution of investment strategies\nResearch on investment ideas and wealth management strategies\nOther duties as assigned by management\nMINIMUM POSITION REQUIREMENTS:\n1 - 3 years of work experience in financial services industry\nHave completed the CFP program, or in process of completion\nCPA preferred, but not required\nUndergraduate business degree in accounting or finance\nPreferred 3.2 minimum cumulative GPA\nEither internship or full-time work experience in finance industry\nStrong financial analytical skills and understanding of basic financial concepts\nDesire to learn and grow professionally in the personal wealth management business\nExperience using Windows based software, including Microsoft Excel and PowerPoint\nMust consent to and have favorable consumer report and background check\nOTHER ESSENTIAL CANDIDATE TRAITS:\nAbility to be proactive and anticipate issues and problems and work quickly and proactively to solve them\nWillingness to learn, expand responsibility\nAbility to maintain extreme confidentiality in dealing with client matters\nAbility to multi-task, manage several projects at one time, and follow through to completion\nNO AGENCIES PLEASE\nNo calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. \nTolleson Wealth Management is an Equal Opportunity Employer","description_format":"text","description_chars":2241,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Family Offices"],"lifecycle":[{"event":"open","at":"2026-09-29T23:48:41Z"}],"visa":[],"liveness":{"score":62,"band":"ok","label":"Likely open","p_open":1,"p_active":0.826,"p_room":0.75,"age_days":21,"expected_fill_days":28,"reasons":["conf:0","urgency","win:late","comp:junior"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/tolleson-wealth-management-client-advisory-team-analyst","json_url":"https://alion.io/job/tolleson-wealth-management-client-advisory-team-analyst.json","meta":{"generated_at":"2026-10-21T15:19:20Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":21901,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708255},"rest":"https://alion.io/mcp/rest/get_company?id=708255"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftolleson-wealth-management-client-advisory-team-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftolleson-wealth-management-client-advisory-team-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftolleson-wealth-management-client-advisory-team-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/tolleson-wealth-management-client-advisory-team-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftolleson-wealth-management-client-advisory-team-analyst"}]}