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Senior Wealth Advisory & Projects Lead
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-29
Listing for:
Tolleson Wealth Management
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Tolleson Wealth Management is looking for a knowledgeable project manager to oversee client engagements and provide comprehensive financial planning services. The ideal candidate will have 5 to 10 years of relevant industry experience and possess a bachelor’s degree in accounting or finance.
Your responsibilities will include managing project flows, advising clients on investments, and preparing detailed financial reports. A strong understanding of wealth management processes is essential for success in this role.
The position demands excellent communication skills and a commitment to professional growth within the personal wealth management field.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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