Wealth Advisor (Vice President)

Westwood Holdings Group
Houston, TX
Category Human Resources
Job Description
Westwood Wealth is seeking a Wealth Advisor (Vice President) to serve as the primary advisory point of contact for UHNW families, managing day-to-day communication and requests and proactively checking in on life changes. The role involves overseeing and ensuring the implementation of all wealth planning, reporting, and client deliverables, in alignment with the family's goals.

Requirements

  • 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

Benefits

  • Competitive salary
  • 401K company match that vests immediately upon participation
  • Parental leave
  • PTO policy
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