Private Client 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.

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 high‑net‑worth 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.

• Designing and updating holistic wealth plans that translate each family’s goals into concrete plans and action, and reflect the family’s evolving situation
• Partnering with investments, tax, estate, and other internal experts to build recommendations

• Preparing for and leading 1‑2 meetings per year with the client

• Acting as the primary advisory point of contact for clients, managing day‑to‑day communication and requests
• Delegating research, modeling, and preparation work to Wealth Associates with clear instructions and feedback
• Monitoring progress on key action items and keeping client teams on track, including leveraging the Client Service Associate to execute account changes, cash movement, and documentation
• Ensuring internal specialists feel well‑briefed and engaged at the right depth and timing

• Minimum
  
  Education Required:
  
  Bachelor’s degree.
• CFP Preferred.
• 7+ years of experience as an advisor to Affluent and HNW families and individuals, including holistic wealth planning & coordination across financial planning, investment strategy, risk management, and estate and tax planning.
• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States. No visa sponsorship is available.

• 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.

• Fluency interpreting household balance sheets, cash flow, and planning scenarios; ability to translate client inputs into clear modeling directives for planning/analyst team members.
• Demonstrated strength reviewing and quality‑controlling financial plan deliverables for accuracy, assumptions, and client readiness.
• Proficiency with CRM‑driven service delivery (Salesforce preferred), including task/workflow management and data hygiene.
• Experience with portfolio reporting and account aggregation platforms (e.g., Addepar or similar) and comfort using data to support client conversations.

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.

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

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