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Client Advisory Manager

Tolleson Wealth Management · Dallas, TX · All 9 Tolleson Wealth Management jobs

Level
Lead
Posted
27 Aug 2026

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Required skills, as the advert states them

  • REST APIs
  • Reporting
  • Assessment
  • Excel

Nice to have

  • Tax
  • Communication Skills
  • Mentoring
  • Business Development

About this opportunity

DUTIES and RESPONSIBILITIES: Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. 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…

Read the full advert and apply on Tolleson Wealth Management's site →

Collected from Tolleson Wealth Management's own careers site (Greenhouse). Posted 27 Aug 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.