Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 4, 2024, employees and board members own approximately 28% of our firm. This structure aligns the interests of our employees, clients, and stockholders and helps promote a team mindset across our firm.
We value our employees and strive to create a workplace that helps them succeed. New mobile technology, cloud computing, Microsoft Teams, and new collaboration rooms, such as the Idea Lab, are examples of how we foster teamwork at Westwood.
Employee engagement is vital to our success. In order to give employees a platform to voice feedback, we solicit input from every employee in our company on the top goals for our firm, which is then solidified by senior executives and our board of directors. An internal scorecard is used to track progress against our goals, providing greater transparency and accountability in our goal setting.
Community involvement, a cornerstone of our culture, drives engagement and makes employees proud to work at Westwood.
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.
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.
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.
As a Wealth Portfolio Manager, you are a strategic partner to advisors and their high-net-worth clients, serving as an expert in portfolio construction and investment strategy. You will design and manage personalized investment solutions that align with clients’ goals, values, and risk tolerance, while supporting advisors in delivering holistic wealth management. Your deep understanding of capital markets, public and private investment vehicles, and financial planning integration ensures that each portfolio reflects best-in-class thinking—delivered with care and professionalism.
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