Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 1, 2023, 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.
Responsible for working with advisors and clients to discuss all investment strategies (public and private). Works proactively to develop a thorough understanding of Westwood’s offerings. This position works closely with both private wealth advisors and clients to understand their financial goals and risk tolerance and will then create and implement investment plans that align with those goals.
ApplyResponsible for growing market share in the Dallas market by growing assets under management through new client relationships and strengthening relationships with existing clients. This position represents Westwood Wealth Management in the community through membership in professional associations and cultural organizations and engaging in other activities to generate prospective client leads. Responsible for managing and developing a team of advisors who are externally focused on growth but should also maintain top-notch client service. Candidate is expected to deliver the highest level of client service standards to their assigned book of clients and meet retention goals.
ApplyResponsible 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 Dallas 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.
ApplyResponsible 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 Dallas 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.
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