Private Client Wealth Advisor; Vice President

Private Client Wealth Advisor (Vice-President)

Job Category: Westwood

Requisition Number: PRIVA
001262

• Posted :
  February 11, 2026
• Full-Time
• Hybrid

Showing 1 location

Houston
Houston, TX 77024, USA

WHO WE ARE

Founded in 1983, Westwood 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, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles.

Westwood trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago and Houston.

ABOUT THE ROLE

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 care to high-net-worth 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 Private Client Wealth Advisor serves as the day-to-day lead for planning and advice, translating a family’s goals into concrete plans and actions. Acting as the “quarterback,” you coordinate ongoing work across investments, planning, tax and estate considerations, and family dynamics. You turn complex situations into clear recommendations with defined implementation steps. You also drive the agenda for regular meetings and ensure the right specialists are engaged so plans move from ideas on paper to visible execution over time.

This is a non–business development role; advisors are not required to source clients or bring an existing book of business, as the position focuses exclusively on serving and advising existing relationships. For this position, we define high net worth households as those with under $10MM in net worth, and this role focuses exclusively on serving that segment.

A DAY IN THE LIFE

Holistic Wealth Planning

• Designing and updating holistic wealth plans that translate each family’s goals into concrete plans and action, and reflect the family’s evolving situation
• Partnering with investments, tax, estate, and other internal experts to build recommendations
• Preparing for and leading 1-2 meetings per year with the client

Team Coordination, Execution, and Monitoring ("Quarterbacking")

• Acting as the primary advisory point of contact for clients, managing day-to-day communication and requests
• Delegating research, modeling, and preparation work to Wealth Associates with clear instructions and feedback
• Monitoring progress on key action items and keeping client teams on track, including leveraging the Client Service Associate to execute account changes, cash movement, and documentation
• Ensuring internal specialists feel well-briefed and engaged at the right depth and timing

WHAT YOU'LL NEED

Licenses/Certifications

Required:

• CFP Preferred.

Minimum Specific Experience

Required:

• 7+ years of experience as an advisor to Affluent and HNW families and individuals, including holistic wealth planning & coordination across financial planning, investment strategy, risk management, and estate and tax planning.
• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States. No visa sponsorship is available.

WHO YOU ARE

• Your excellent interpersonal skills enable you to build trust and relationships with clients and prospective clients, internal teams, and other stakeholders.
• You show discretion and sensitivity in navigating family dynamics.
• You actively seek growth and mentorship as an advisor both to broaden your capabilities as an expert generalist and to deepen expertise in areas of particular interest.
• You are relentlessly committed to exceptional client experience, managing up and down to ensure the team addresses issues proactively and exceeds expectations.

Technology and application skills

• Fluency interpreting household balance sheets, cash flow, and…