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SVP, Private Wealth Advisor Lead
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Full-time
- Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
- This position represents Westwood Wealth Management in the community through membership in professional associations and cultural organizations and engaging in other activities to generate prospective client leads.
- Develop new business to achieve annual growth objectives through executing Westwood Wealth Management’s strategic approach for growing and retaining assets and sourcing new business
- Manage the sales process for high-net-worth clients and the complexities of each relationship to develop new business
- Client Relations and Asset Management
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