Senior Wealth Strategist, Planning & Compliance

Westwood Holdings Group, Inc.; Dallas (TX); Presencial; USD 180 000 - 260 000; Tempo integral

Resumo da oferta

Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated wealth solutions for high-net-worth clients. You will collaborate with internal teams and external advisors to provide proactive, highly personalized planning and fiduciary service.

The ideal candidate brings extensive wealth planning leadership, JD and strong compliance experience, and a proven ability to manage complex client engagements with

Qualificações

• JD and bachelor’s degree required.
• CFP strongly preferred.
• 15+ years of wealth planning, legal, advisory, or compliance experience.
• Experience developing complex plans for UHNW families or business owners.
• Experience with compliance programs, policy development, or regulator interactions.

Responsabilidades

• Lead comprehensive wealth plans for clients and prospects across cash flow, retirement, estate, tax, wealth transfer and philanthropy.
• Translate planning concepts into clear client materials, recommendations, and implementation steps.
• Lead planning meetings and coordinate with Wealth Advisors and external advisors.
• Own wealth planning methodology, service standards, and planning workflow.
• Mentor advisors on complex planning concepts and ensure actionable client recommendations.

Conhecimentos

Wealth planning

Leadership

Strategic thinking

Client advisory

Formação académica

Juris Doctor (JD) and Bachelor's degree

Descrição da oferta de emprego

Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated wealth solutions for high-net-worth clients. You will collaborate with internal teams and external advisors to provide proactive, highly personalized planning and fiduciary service.

The ideal candidate brings extensive wealth planning leadership, JD and strong compliance experience, and a proven ability to manage complex client engagements with