About this role
Senior Wealth Associate at Westwood. Location: Houston or Dallas or Chicago. Role: preparing materials, executing trades, mentoring associates Requirements: 5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English