Careers

We believe people are our most important asset. By serving with family office services, we understand how important relationships are. From recognizing employee milestones to providing comprehensive benefits, Tolleson’s service-centric approach makes it a unique place to learn and grow.

Career Opportunities

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Our Culture

As a company built on family and focused on serving families, a powerful mission exists for those seeking a purpose-filled career. The Tolleson family created its single-family office in 1997, and that history remains a vital part of our DNA today. We unite under the same service-centric goal, leading with our servant hearts. The transition to a multi-family office resulted from client interest and adding comprehensive financial services.

The Tolleson team brings people together to provide solutions for clients’ complex financial situations – clients who support their communities by creating jobs and investing in a range of philanthropic activities. We foster a culture that embraces teamwork, curiosity, and excellence. Our multi-family office design allows us to provide a wide range of wealth management services to our clients. We are inspired by doing great work for clients, and we celebrate the hard work we put in each day.

“We’ve built our company from the bottom up. I encourage feedback and collaboration from each level of the organization because I think every employee has something unique to offer.”

Carter Tolleson, CEO
See our service and teamwork in action:

Benefits

  • Medical, dental, and health benefits
  • Generous paid time off
  • 10 Paid holidays each year
  • Matching 401(k) savings plan with immediate vesting
  • Short- and long-term disability
  • Paid parental leave
  • Employee wellness programs
  • Annual performance bonus
  • Employee referral bonus
  • Tenure and recognition celebrations
  • Free lunch every Wednesday and Friday
  • Gym benefit supplement
  • Company-sponsored grant and volunteer program
  • Year-round employee events and gatherings, including family picnic and holiday party

Our Process

Putting people first is the core of how we operate. We place a high value on our talent and building teams through collaboration. We want your career at Tolleson to be a rewarding experience, and we welcome all interested and qualified candidates to apply. Our interview process provides you with an insight into who we are and what we do. We want to ensure a mutual fit by understanding your values and career goals, while aligning with our plans for success. If we determine that your interests, skills, and expertise are a good fit for the open position, we follow the below steps in our process.

  • Submit Application

    The first step to becoming part of our team is to submit an application and resume. We will review your submission along with anything else you include.

  • Introductory Call

    If you seem like a good fit for the position, the next step is an introductory call. An HR representative will learn more about you and answer any questions you may have about us or the position.

  • Interviews

    After your first call, we may schedule virtual or in-person interviews. You could have an average of two to three rounds of interviews with different team members, giving you the opportunity to meet with leaders and potential co-workers. Conversations focus on skills, work history, and job responsibilities.

  • Background Checks

    Before an offer is extended, we conduct credit history and background checks. We uphold a high level of client and company confidentiality, and we ensure our team has integrity and a sound financial background.
Tolleson Wealth Management is an Equal Opportunity Employer

Build Your Career With Us

With more than two decades of working with client families, we have built a strong team of collaborators united under a service-centric mission. Our teams are inclusive, creative, and uphold our company values. We invite all interested and qualified candidates to apply.

If you don’t see a role that aligns with your interests, please apply using the general application.

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College Students

We offer hands-on learning experiences through our various college internship programs. Most notably is our Summer Analyst Program, where students work alongside our service teams and learn what an analyst role looks like.

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