Senior Regional Advisor Consultant
Westwood Holdings GroupDallas, Texas, United States
Posted March 9, 2026
Full Time
About the Company
Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.
Job Description
The Senior Regional Advisor Consultant role is responsible for promoting and selling Westwood’s investment products through financial intermediaries and working closely with several Senior Divisional Consultants (Senior External Wholesalers).
Requirements
- Minimum of 18 years of age and unrestricted authorization to work in the United States
- Bachelor’s degree in Business, Finance or similar field
- Ten years of investment experience in lieu of degree
- Series 7 and 63 licenses
- 10+ years of Internal Wholesaling sales experience
Benefits
- Competitive salary
- Benefits
- 401K company match that vests immediately upon participation
- Parental leave
- PTO policy
