Senior Wealth Planning Analyst | Dallas/Fort Worth, Texas

Reference Number: KL6667
Location: Dallas/Fort Worth, Texas

Judson Group has partnered with a successful Independent Wealth Advisory firm in the search for a Senior 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. This position works directly with the partners on client relationships and will supervise all members of the financial analyst team.

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:

  • Advanced degree in Finance or Accounting
  • CFP, CFA, CPA, JD a plus
  • 5+ 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: KL6667

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