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Senior Wealth Planner & Client Strategy Associate
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-03
Listing for:
Westwood Holdings
Full Time
position Listed on 2026-07-03
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Westwood Holdings in Houston is looking for a Senior Wealth Associate to support Advisors in delivering exceptional client service. This role is centered on preparing high-quality client materials, supporting planning, and ensuring accuracy in deliverables.
The ideal candidate should have a bachelor's degree in financial planning or related field, alongside at least 5 years of experience in a client service environment. Strong attention to detail and client-oriented skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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