Wealth Planning Analyst | Dallas/Fort Worth, Texas

Reference Number: KL6666
Location: Dallas/Fort Worth, Texas

Judson Group has partnered with a successful Independent Wealth Advisory firm in the search for a Wealth Planning Analyst. This individual will provide services in the areas of gift and estate tax planning, investment analysis and family office support to the Firm’s clients.

Responsibilities:

  • Responsible for reviewing client financial reporting data, analyze performance and financial statements, and participate in the client financial reporting process
  • Work with CIO, COO and research group on investment/manager due diligence and performance cash flow analysis
  • Review client wills, trusts, estate documents, and business formation documents
  • Review client tax returns and perform various tax research (income, estate, gift, trust)

Requirements:

  • Bachelor’s degree in Finance or Accounting
  • CFP, CFA, CPA, JD a plus
  • 3+ years of experience in the capital markets, wealth management or family office setting
  • Experience with CRM, financial planning software, and portfolio accounting software
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location: Dallas/Fort Worth, Texas

Reference Number: KL6666

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