What are the responsibilities and job description for the Associate, Wealth Advisor position at Cresset?
About Cresset
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.
Job Description
Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management team. The AWA provides comprehensive support to high-net-worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and must be comfortable supporting relationships and projects with limited direction. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.
Key Responsibilities
Client Relationships
- Proactively support the Wealth Advisor (WA) by providing excellent client service and maintaining a high level of client satisfaction
- Build a strong wealth management acumen with an understanding of Cresset’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations
- Prepare client meeting materials; may attend client and / or prospect meetings
- Manage completion of deliverables from start to finish with the Client Associate and / or various internal and external parties as needed
Financial Planning
Portfolio Management
Operations
Education and Experience
Skills and Abilities
What We Offer :
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
