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© All Rights Reserved. ApplyBlast.com
Westwood Holdings Group
The Wealth Advisor (Vice President) serves as the primary day‑to‑day contact for ultra‑high‑net‑worth client families, managing communication, coordinating deliverables, and ensuring seamless, personalized service across the client team. The role focuses on holistic wealth planning, client meeting preparation, mentorship of junior staff, and maintaining accurate records, without any business development responsibilities.
Westwood Group provides investment & wealth management services to institutional investors, private wealth clients & financial intermediaries.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Westwood Holdings Group.
Westwood Holdings Group didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role