Working at Tolleson Wealth Management | Glassdoor

Tolleson Wealth Management Overview

Dallas, TX
51 to 200 employees
2000
Private Practice / Firm
Investment Banking & Asset Management
Unknown / Non-Applicable
Unknown
At Tolleson Wealth Management, we are specialists working as a team to craft individualized wealth management strategies for our clients. Our firm was founded on principles of thoughtfulness, integrity and service, which still thrive today. Tolleson Wealth Management is ... Read more

Mission: To help clients navigate the complexities of wealth.

Tolleson Wealth Management Reviews

4.3
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John C. Tolleson
7 Ratings
  • Helpful (2)

    "I finally found the one...."

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Administrative
    Current Employee - Administrative
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Tolleson Wealth Management full-time (More than a year)

    Pros

    Health insurance, dental insurance, weekly lunches, monthly breakfast, happy hours, high level of service, two company meetings a year for everyone, annual picnic, annual Christmas party, high company communication levels, very nice management/directors, great PTO!

    Cons

    Any company has those people that are annoying. I would say the thing I like the least is lately people have been leaving and we have been hiring a bunch but I honestly haven't worked somewhere that hasn't had the same problem.

    Advice to Management

    Keep up the good work on constantly trying to improve the company. Your employees are very appreciative of everything we receive!!

See All 9 Reviews

Tolleson Wealth Management Interviews

Experience

Experience
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Getting an Interview

Getting an Interview
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25%

Difficulty

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  1.  

    Wealth Management Interview

    Anonymous Interview Candidate
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Tolleson Wealth Management.

    Interview

    On campus 30 minute interview followed by a hour-ish interview at the office location. Questions were based on resume details. Know your resume with examples to talk about and desire to work for the company. The team at Tolleson is wonderful and filled with positive energy. Great interview experience and I would recommend this internship to anyone interested in working for a company who is truly service based with an environment unique to the firm.

    Interview Questions

    • Why did you pick your major?
      Why Tolleson/ wealth management?
      Prepare questions to ask as well   Answer Question
See All 4 Interviews

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