More jobs:
Senior Wealth Associate — UHNW Planning & Client
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-14
Listing for:
Westwood Holdings Group, Inc.
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Westwood Wealth, based in Dallas with Houston presence, seeks a Senior Wealth Associate to support Advisors across service areas, preparing high-quality client materials and ensuring timely deliverables. You will assist in planning, analysis, and portfolio reporting, including balance sheets and financial plans, while ensuring accuracy and proactive client service.
Candidates should have 5+ years in a client service or investment management role, a Bachelor's in finance or a related field, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×