AVP, Associate Wealth Advisor

Westwood Holdings Group-posted 9 months ago
Full-time • Mid Level
Dallas, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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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.

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