VP, Private Wealth Advisor
2 weeks ago
WHO WE ARE
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that 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, and are made available through separate accounts, the Westwood Funds family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
ABOUT THE ROLE
Responsible for ensuring accounts are properly administered and act as a primary resource for other members of the team. This position plays a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships, and representing Westwood Wealth Management in the community through memberships in professional associations and maintaining and strengthening the relationships with high net worth clients to obtain key referral sources.
A DAY IN THE LIFE
Business Development
Produce new business to achieve annual growth objectives
Meet and exceed the established performance expectations and standards for success
Manage the sales process for complex, high potential transactions to develop new business
Develop relationships with centers of influence, such as CPAs and Estate Planning Attorneys
Client Relations and Account Leadership
Cultivate client relationships to create high client retention rates by providing each client with valuable service offerings, competitive investment processes and performance and by fulfilling the role of trusted advisor
Identify opportunities within the community; leads informational and educational seminars designed to build awareness of targeted groups about Westwood's services; attend company sponsored charity events
Conduct complex financial presentations to current, new and prospective clients highlighting Westwood's investment strategy, account performance and new products
Perform ongoing account reviews of asset allocation models, request re-balancing to targets and review of required account documentation
Competently facilitate financial planning discussions and deliver goals-based planning output to clients
Ensure competency with CRM system and properly maintain all records
WHAT YOU'LL NEED
Minimum Education Required:
Bachelor's degree in Business, Finance or similar field; post graduate degree preferred
Licenses/Certifications Required
J.D, CFP, or CFA preferred
Minimum Specific Experience Required:
10+ years or more of experience in financial & publicly traded markets including demonstrated sales success. Significant experience working within a trust department preferred.
WHO YOU ARE
A professional of unquestionable integrity, credibility, and character who hasdemonstrated high moral and ethical behavior
Track record of success in generating leads, prospecting for opportunities, networking for introductions and ultimately close a significant amount of new business
Able to articulate a thorough understanding of target market for investment management services
An expert communicator with superior presentation, time management and organization skills
A strong community presence with an established network of personal and business contacts
WHAT YOU'LL GET
Competitive Salary, benefits and 401K company match that vests immediately upon participation.
Parental leave & PTO policy.
Collaborative, dynamic work environment within a fast-paced, mission-driven company.
PHYSICAL DEMANDS
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position requires travel. Most travel is within the local area and may be outside of normal work hours.
This job description may be subject to change at any time.
WHAT TO EXPECT NEXT
We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
#J-18808-Ljbffr
-
Managing Private Wealth Advisor
2 weeks ago
Houston, United States Richard, Wayne & Roberts Full timeManaging Private Wealth Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Managing Private Wealth Advisor
2 weeks ago
Houston, United States Richard, Wayne & Roberts Full timeManaging Private Wealth AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Managing Private Wealth Advisor
2 weeks ago
Houston, United States Richard, Wayne & Roberts Full timeManaging Private Wealth AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Wealth Advisor III
2 weeks ago
Houston, United States Linscomb Wealth Full timePosition Title: Wealth Advisor IIILocation: 1333 West Loop South, Ste 1500, Houston, TX 77027Eligibility for Remote: NoGrade: CommissionJob Posting:What The Role Is A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of...
-
Wealth Advisor
6 days ago
Houston, United States Tanglewood Total Wealth Management Full timeTanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.3 Billion in AUM and 450 client relationships. For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth. Position Summary Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth...
-
Wealth Management Advisor
1 month ago
Houston, United States CareerBuilder Full timeWealth Management Advisor Houston TX Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior...
-
Wealth Management Advisor
1 month ago
Houston, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
-
Wealth Management Advisor
2 months ago
Houston, United States Richard, Wayne & Roberts Full timeWealth Management AdvisorHouston TXAssisting our Client, a focused investment management group offering equity solutions.Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership....
-
Private Wealth Management Wealth Advisor
3 days ago
Houston, Texas, United States Regions Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Wealth Advisor II
1 week ago
Houston, United States Cadence Bank Full timeA Linscomb Wealth, Wealth Advisor II (WA II) is in the beginning stages of the client book building process, working closely with others from the firm's Wealth Advisory team to engage with existing and prospective clients. A WA I's primary focus is c Wealth Advisor, Wealth, Advisor, Client Relations, Financial Planning, Banking, Development
-
Associate Wealth Advisor
1 month ago
Houston, United States CareerBuilder Full timeJob Summary: The Associate Wealth Advisor will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects. Responsibilities: Develop strategies with Senior Wealth Advisors and Regional Directors for local and out of town events. Oversee the coordination of Analysts on all prospect...
-
Wealth Advisor
1 month ago
Houston, United States BankTalent HQ Full timeAt Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division...
-
Salaried Wealth Advisor
2 weeks ago
Houston, United States Recruiting Industry Specific Experts, LLC Full timeA Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...
-
Wealth Advisor
1 month ago
Houston, United States Zions Bancorporation Full timeAt Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division...
-
Salaried Wealth Advisor
4 weeks ago
Houston, United States Recruiting Industry Specific Experts, LLC Full timeA Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...
-
Salaried Wealth Advisor
2 weeks ago
Houston, United States Recruiting Industry Specific Experts, LLC Full timeA Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...
-
Salaried Wealth Advisor
3 weeks ago
Houston, United States Recruiting Industry Specific Experts, LLC Full timeA Fee-Based, Client-Centric RIA in Houston is adding a Salaried Wealth Advisor to their growing team! This lucrative opportunity provides a six-figure base annual salary, multiple monthly, quarterly, and annual incentive plans, full benefits, retirement, and unlimited PTO. The Wealth Advisor will cultivate new client relationships through the creation and...
-
Private Wealth Relationship Manager
6 days ago
Houston, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Wealth Management Advisor
7 days ago
Houston, United States Sunflower Bank, N.A. Full timeSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management...
-
Wealth Management Advisor
2 weeks ago
Houston, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...