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7 open roles read nightly from companies’ own hiring pages. Each one links to the original ad.

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  • Client Advisory Senior Analyst

    4 days ago

    Tolleson Wealth Management · Dallas, Texas, United States

    Senior

    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…

  • Client Advisory Team Analyst

    5 weeks ago

    Tolleson Wealth Management · Dallas, Texas, United States

    Entry level

    Prepare financial analyses for various personal wealth management issues; including investments, estate planning, tax planning, debt management and insurance; Information gathering for client financial matters; Communications with client service team and client outside…

  • Client Advisory Manager

    2 months ago

    Tolleson Wealth Management · Dallas, Texas, United States

    Senior

    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…

  • Credit Analyst

    2 months ago

    Tolleson Wealth Management · Dallas, Texas, United States

    Finance

    Conduct thorough financial analysis of applicants, including reviewing financial statements and tax returns to assess creditworthiness.; Evaluate the strength of collateral offered by applicants to secure credit, ensuring its adequacy and relevance in mitigating credit risk.;…

  • Portfolio Strategy Manager

    2 months ago

    Tolleson Wealth Management · Dallas, Texas, United States

    SeniorOperations

    Partners with Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience; Responsible for all client investment related matters; Develop portfolio allocation strategies for client family and related entities; Integrate with the…

  • Automation Solution Analyst

    6 months ago

    Tolleson Wealth Management · Dallas, Texas, United States

    Mid levelOperations

    Design, configure, support, and maintain automation solutions, including workflows and AI-assisted capabilities, using Microsoft Power Automate, Copilot Studio, or similar platforms; Build, test, and deploy automations with a focus on stability, scalability, security, and…

  • General Application

    90 months ago

    Tolleson Wealth Management · Dallas, Texas, United States

    Must consent to and have favorable consumer report, background check and drug/alcohol test

Updated 07 Nov 2026 10:21 UTC from the OptiTalent job library.