Teams at Westwood Holdings Group

The Wealth Advisor (Vice President) serves UHNW clients by managing communication, overseeing wealth planning, mentoring junior staff, and ensuring coordinated service delivery.

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.

Manage and support investment product lifecycle: monitor performance, coordinate launches, conduct market and competitive research, draft compliant product content, support RFPs/DDQs, and collaborate across sales, portfolio management, compliance, and marketing.