Senior Wealth Planner & Client Strategy Associate

Westwood Holdings; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Benefits

401K company match

Parental leave & PTO policy

Job summary

Westwood Holdings in Houston is looking for a Senior Wealth Associate to support Advisors in delivering exceptional client service. This role is centered on preparing high-quality client materials, supporting planning, and ensuring accuracy in deliverables.

The ideal candidate should have a bachelor's degree in financial planning or related field, alongside at least 5 years of experience in a client service environment. Strong attention to detail and client-oriented skills are essential.

Qualifications

• 5+ years of experience in a client service organization; trust or investment management experience preferred.
• Must have unrestricted authorization to work in the USA; no visa sponsorship available.

Responsibilities

• Acts as a strategic partner to advisors, anticipating client needs.
• Drives meeting preparation and ensures follow-through on client commitments.
• Executes trades and adjusts allocations as needed.

Skills

Client service orientation

Detail-oriented

Team player

Financial planning knowledge

Education

Bachelor's degree in financial planning, finance or related field

CFP in progress

Job description

Westwood Holdings in Houston is looking for a Senior Wealth Associate to support Advisors in delivering exceptional client service. This role is centered on preparing high-quality client materials, supporting planning, and ensuring accuracy in deliverables.

The ideal candidate should have a bachelor's degree in financial planning or related field, alongside at least 5 years of experience in a client service environment. Strong attention to detail and client-oriented skills are essential.