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Manager
Job Description
Title: Manager (Financial Planning / Wealth Management)
Location: Dallas
Selling Points:
Duties and Responsibilities:
Compensation: Base $140-175k + Bonus Target (20%)
Location: Dallas
Selling Points:
- Great exposure to high-net wealth families and personal financial planning
- Beautiful, new offices (Preston Center and Highland Park Village)
- Excellent work/life balance (predictable schedule, 40-45 hrs/week)
- High visibility
Duties and Responsibilities:
- 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 client’s 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 client’s outside advisors (CPA’s, Attorney’s 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
- Bachelor’s 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%)
Meet Your Recruiter
Holden Bryant
Associate Partner | Accounting & Finance
UNITY.
Voted #1 Best Places to Work 2022, 2023 and 2024 by Dallas Business Journal
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