AVP, Associate Wealth Advisor

Westwood Holdings; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated AVP, Associate Wealth Advisor to enhance client relationships and provide exceptional service. In this role, you will champion the client experience, ensuring a seamless onboarding process and managing complex financial transactions with precision. You will collaborate with a team of experts to deliver holistic wealth management solutions, all while maintaining the highest standards of confidentiality and professionalism. If you are a proactive, polished professional with a passion for client service and a commitment to excellence, this opportunity could be your next career milestone.

Benefits

401K Company Match

Parental Leave

PTO Policy

Collaborative Work Environment

Qualifications

• 7+ years of experience in financial services with high-net-worth clients.
• Ability to maintain confidentiality and manage complex financial interactions.

Responsibilities

• Manage and enhance client relationships with a focus on exceptional service.
• Oversee complex financial transactions and maintain meticulous client records.

Skills

Interpersonal Skills

Organizational Skills

Client Service Skills

Communication Skills

Attention to Detail

Microsoft Office Proficiency

Education

Bachelor’s Degree in Business

Finance or Related Field

Tools

CRM Software

Job description

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 attentiveness. We are driven by a shared purpose: to provide world-class holistic wealth management 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.

As an AVP, Associate Wealth Advisor, you will play a critical role in managing and enhancing client relationships, providing exceptional client service, acting as a trusted liaison, and executing complex financial transactions with a commitment to excellence and confidentiality. You will partner with Private Wealth Advisors, Financial Planners, Wealth Investments and Operations to serve our client families, ensuring their goals are met with the utmost care and professionalism.

A DAY IN THE LIFE

Client Service

• Champion the Client Experience: Serve as the first point of contact, ensuring a white-glove, concierge-level experience for clients and advisors.
• Support Onboarding & Relationship Management: Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion.
• Client Support: Act as an internal point person for existing and prospective clients, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service.
• Collaborate with Advisors: Support our client-first culture through proactive identification of challenges, resolving issues swiftly, and ensuring clients’ financial affairs run smoothly.
• Client Retention: Engage in activities designed to achieve sales and client retention goals, ensuring clients feel valued and supported.
• Execute & Manage Complex Transactions: Oversee banking transactions, investment account activity, cash movement (domestic and international), and financial documentation with precision.
• Coordinate Key Financial & Investment Activities: Prepare, track, and process key documentation, including investment agreements, 95% tax documents, real estate tax payments, and financial authorizations.
• Technical Support: Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters.
• Maintain Data Integrity & Compliance: Leverage CRM and other tools to ensure up-to-date client records while managing sensitive data with the highest level of confidentiality.
• Record Maintenance: Maintain meticulous client files and records, including scanning mail and updating multiple systems and spreadsheets, ensuring all information is current and accessible.
• Distribution Coordination: Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care.
• Asset Review: Conduct annual reviews of unique asset holdings, updating cost basis and market value as required, providing clients with accurate and timely information.
• Process Oversight: Oversee processes involving checks, receipts, and transfers, including trust tax returns, property taxes, and IRAs, ensuring all transactions are handled efficiently and securely.
• Meeting Participation: Actively participate in various internal and external meetings, contributing to the continuous improvement of client service.
• Alternative Investments: Handle responsibilities related to processing, tracking, and confirming alternative investments, ensuring clients' diverse portfolios are managed effectively.
• Other duties and projects as assigned.

WHAT YOU'LL NEED

• Bachelor’s degree in business, Finance or related field or equivalent industry experience.

Licenses/Certifications Required

Minimum Specific Experience Required

• 7+ years' financial services experience working with high-net-worth clients.

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

Skills

•Superior interpersonal, organizational, and client service skills, excellent communication and phone etiquette, high attention to detail, and proficiency with Microsoft Office. Ability to quickly learn additional digital tools as needed.

WHO YOU ARE

• You are a mature, polished professional with a positive attitude and a friendly demeanor.
• You are highly motivated, proactive, a team player, and willing to assist in all tasks.
• You have the ability to maintain confidentiality and work collaboratively in a small team environment.
• A background in high-net-worth client service or private wealth management.
• The ability to think ahead, solve problems, and manage complex financial interactions with confidence.
• A natural ability to build trust and rapport with sophisticated clientele.
• A commitment to delivering an exceptional, high-touch experience in every client interaction.

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 10% of the time, including outside of regular business hours.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.