Senior UHNW Wealth Advisor (VP)

Westwood Holdings Group, Inc.; Houston (TX); On-site; USD 180,000 - 270,000; Full time

Benefits offered by this job

Parental leave

Paid time off (PTO)

401K company match

Job summary

Westwood Holdings Group, Inc. is seeking a Wealth Advisor (Vice President) to serve UHNW families within a four-person client team.

You will act as the primary day-to-day contact, coordinating with tax, estate, and other advisors, and ensuring personalized service across planning, reporting, and communications. The role involves inheriting existing client relationships with no business development requirement, a focus on deep client engagement, and collaboration within a high-caliber advisory

Qualifications

• 10+ years of UHNW wealth advisory experience, coordinating across financial planning, investment strategy, risk management, estate and tax planning.
• Experience serving as primary advisor to UHNW families within a multi-advisor team.
• Strong communication and relationship-building with clients and their other professionals.

Responsibilities

• Act as the primary advisory point of contact for UHNW client households and manage day-to-day requests.
• Oversee wealth planning, reporting, and client deliverables aligned with family goals.
• Lead client meetings, coordinate with the Principal Advisor, and ensure proactive service delivery.
• Mentor junior team members and contribute to family meeting coordination and communication.
• Maintain accurate client records and facilitate access to resources and education for families.

Skills

Interpersonal skills

Discretion

Team collaboration

Mentorship

Education

Bachelor's degree in Economics/Finance

Juris Doctor (JD) or MBA

CFP certification preferred

Job description

Westwood Holdings Group, Inc. is seeking a Wealth Advisor (Vice President) to serve UHNW families within a four-person client team.

You will act as the primary day-to-day contact, coordinating with tax, estate, and other advisors, and ensuring personalized service across planning, reporting, and communications. The role involves inheriting existing client relationships with no business development requirement, a focus on deep client engagement, and collaboration within a high-caliber advisory