Wealth Advisor (Vice President)

WHO WE ARE

Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.  The firm specializes in several distinct investment capabilities:  U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles.  Westwood trades on the New York Stock Exchange under the symbol "WHG."  Based in Dallas, Westwood also maintains offices in Chicago and Houston.

ABOUT THE ROLE

At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well-being, delivering personalized, high-touch service with discretion, precision, and care to UHNW individuals and families. Our clients trust us with what matters most, and we honor that trust by ensuring every interaction is seamless, proactive, and deeply personalized.

The Wealth Advisor (Vice President) operates as part of a four‑person client team intentionally designed to deliver coordinated, deeply personalized service and continuity to UHNW families.  Serving as the primary day‑to‑day contact for client households, Wealth Advisors ensure clients feel supported and cared for across all aspects of their relationship with the firm. This role manages communication with clients and their other advisors (tax, estate, etc.), coordinates deliverables, and ensures client requests and needs are addressed promptly.

 There is no business development requirement for this role. Incoming Wealth Advisors are not expected to bring a book of business; they will inherit existing UHNW client relationships. 

A DAY IN THE LIFE

• Act as the primary advisory point of contact for clients, managing day-to-day communication and requests and proactively checking in on life changes.


• Oversee and ensure the implementation of all wealth planning, reporting, and client deliverables, in alignment with the family's goals.


• Own the client meeting process, including preparation, leadership (coordinating with the Principal Advisor), and follow-up, ensuring seamless coordination across the team.


• Mentor and develop junior talent, building depth in client teams.


• Ensure accurate client recordkeeping and document management in internal systems.


• Support client family engagement by facilitating access to resources, education, and communication.
  
  
  
  • The Wealth Advisor (Vice President) also works as an integral member of a four‑person client team, ensuring coordinated and proactive service delivery.
  
  
  
  


• Other duties as assigned. 

WHAT YOU'LL NEED

 Minimum Education Required

• Bachelor's degree; Economics, Finance, or related field preferred


• Preferred: JD, MBA or other advanced qualification

• Licenses/Certifications Required

• CFP preferred

•Minimum Specific Experience Required

• 10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication


• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States


• Must have unrestricted authorization to work in the USA.  No visa sponsorship is available.

WHO YOU ARE

• You thrive in a collaborative team model and are comfortable working within a multi advisor structure designed to serve complex UHNW families. 


• Your excellent interpersonal skills enable you to build trust and relationships with clients and prospective clients, internal teams, and other stakeholders.


• You show discretion and sensitivity in navigating family dynamics.


• You actively seek growth and mentorship as an advisor both to broaden your capabilities as an expert generalist and to deepen expertise in areas of particular interest.


• You are relentlessly committed to exceptional client experience, managing up and down to ensure the team addresses issues proactively and exceeds expectations.

WHY WESTWOOD WEALTH?

At Westwood Wealth, we are driven by a shared purpose: to provide world-class financial guidance with unwavering integrity and excellence. We believe in empowering our people to deliver meaningful impact, embrace innovation, and build long-term relationships with our clients.

 If you are a detail-oriented, client-focused professional who thrives in a fast-paced, high-touch environment, we invite you to apply and be part of something truly exceptional.

WHAT YOU'LL GET 

Competitive salary, benefits and 401K company match that vests immediately upon participation. 

• Parental leave & PTO policy.


• Collaborative, dynamic work environment with a fast-paced, mission driven company.

Physical Demands

The physical demands required to perform the essential duties successfully are consistent with a professional office environment.

Travel

 This position may require travel up to 25% of the time, including outside of regular business hours.