ABOUT THE ROLEAt 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 care to UHNW individuals and families. Our clients trust us with what matters most, and we honor that trust by ensuring every interaction is seamless, proactive, and deeply personalized.
The Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting planning and project execution, and ensuring accuracy and timeliness in deliverables.
A DAY IN THE LIFEClient Service and Advisor Partnership
• Acts as a strategic partner to advisors, anticipating client needs and serving as a key liaison between team members
• Prepares for potential transition into a Wealth Advisor role
Meeting Preparation and Client Deliverables
• Drives meeting preparation and ensures follow-through on client commitments
• Leads creation of complex analysis, modeling and client deliverables (including balance sheets, financial plans, estate flowcharts, and portfolio reporting and recommendations)
• Provides behind-the-scenes support for client meetings, including preparation, note-taking and follow-up actions
Planning, Analysis and Portfolio Implementation
• Drives detailed analysis and planning support for Wealth Advisors and Principal Advisors
• Executes trades and adjusts allocations as needed when raising cash, ensuring high degree of accuracy and alignment with client portfolios
• Conducts annual reviews of unique asset holdings, updating cost basis and market value as required, providing clients with accurate and timely information
Investments and Operational Leadership
• Owns recurring processes of performance reporting and investment documentation
• Independently manages complex asset allocation updates and leverages deep knowledge of platform investment managers to produce high quality recommendations and client reports with minimal oversight
• Administers alternative investments, including processing new investments, coordinating subscription paperwork, and tracking/confirming capital calls and fund activity to ensure accurate portfolio management
Leadership, Mentorship and Operational Excellence
• Mentors Junior and Mid-Level Wealth Associates and sets standards for operational excellence
• Recognizes when to take initiative independently and when to bring in team members for collaborative problem solving
Business Development Support
• Supports advanced business development activities, produces advisor level materials and continues progressing toward advisory competencies
WHAT YOU'LL NEED Minimum Education Required- Bachelor's degree in financial planning, finance or related field preferred
• Licenses/Certifications Required
- CFP in progress preferred
Minimum Specific Experience Required - 5+ years of experience in a client service organization; trust or investment management experience preferred
- Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
- Must have unrestricted authorization to work in the USA; no visa sponsorship is available.
WHO YOU ARE- You are a highly motivated, proactive team player and willing to assist in all tasks.
- You demonstrate exceptional attention to detail, quickly bringing potential issues to the team's attention.
- You leverage technology to execute effectively and are always ready to adapt to new processes.
- You are an ultra-collaborative problem solver who balances ownership of individual tasks with timely engagement of colleagues, leveraging the team to deliver solutions efficiently and effectively.
WHY WESTWOOD WEALTH?At Westwood Wealth, we are driven by a shared purpose: to provide world-class financial guidance 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.
If you are a detail-oriented, client-focused professional who thrives in a fast-paced, high-touch environment, we invite you to apply and be part of something truly exceptional.
WHAT YOU'LL GET 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.
Physical Demands The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel This position may require travel up to 10% of the time, including outside of regular business hours.
