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.
The Client Associate will assist our Dallas Client Advocates and Trust Officers in meeting our clients’ needs on a daily basis by providing superior customer support.
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.
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