Westwood Holdings Group
Westwood Holdings Group Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers disability insurance
Offers charitable contribution matching
Offers company equity
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers generous parental leave
Company Culture
Provides commuter benefits
Provides a mobile phone discount
Provides free snacks and drinks
Utilizes a flexible work schedule
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Offers paid volunteer time
Provides paid sick days
Career Growth + Development
Job training & conferences
Provides tuition assistance
Recently posted jobs
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Support production and maintenance of marketing materials and content management. Coordinate monthly/quarterly updates, compliance review workflows, CRM and reporting support, assist product launches, and drive process improvements and cross-trained team coverage.
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The Wealth Advisor (Vice President) serves UHNW clients by managing communication, overseeing wealth planning, mentoring junior staff, and ensuring coordinated service delivery.
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Support advisors for UHNW clients by preparing client materials, financial plans, estate charts and portfolio reports; perform analysis, execute trades, administer alternative investments, manage reporting, mentor junior staff, and support business development.
