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ASSOCIATE, WEALTH ADVISOR
Cresset Capital San Francisco, CA
$100k-145k (estimate)
Other 4 Months Ago
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Cresset Capital is Hiring an ASSOCIATE, WEALTH ADVISOR Near San Francisco, CA

Job Details

Level: Experienced
Job Location: San Francisco Office - San Francisco, CA
Salary Range: Undisclosed

Description

About Cresset

Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $30 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset’s inception in 2017, the firm has grown to over 350 team members in more than sixteen offices throughout the United States.

Job Description

Cresset is seeking a Wealth Advisor Associate to provide support in all facets to the Wealth Advisor(s). Wealth Advisors lead in client acquisition and retention through their client/family relationships, COIs and strong knowledge of the industry’s products, solutions and services. The Associate will be mentored and trained to become a Wealth Advisor while in this role.

Key Responsibilities

  • Build and maintain long term relationships with clients and prospects through the Wealth Advisor
  • Ability to assist in the client experience by effectively arranging internal and external resources to deliver a comprehensive wealth management solution
  • Proactively assist the primary Wealth Advisor opportunities for portfolio optimization and rebalancing; apply best thinking of the firms Investment Committee
  • Provide daily support to the Wealth Advisor on client requests, priorities and needs
  • Coordinate information that is presented to the clients through communication directed by the Wealth Advisor
  • Develop and grow a strong wealth management acumen by understanding public and private markets, portfolio construction and management, goals-based planning, and basic estate, tax and philanthropic planning considerations
  • Continuous growth of business development and relationship building skills through partnerships, mentors, and training from Wealth Advisors; ownership and accountability in your development
  • Utilize technology and resources to meet business deliverables and deadlines

Qualifications


  • Bachelor’s Degree Required
  • 1-3 years of experience in financial services; wealth management experience preferred
  • Coachable with the ability to work in a team environment or independently when necessary
  • Trained on industry basics of financial planning, asset allocation and investments; continues to expand their industry knowledge base
  • Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Cresset’s values and culture
  • Ability to grow with the company and possesses the mindset to adapt with change
  • Strong communication skills, both written and verbal, and engaged listening
  • Excellent time management skills including multi-tasking and prioritizing responsibilities
  • Exceptional problem-solving capabilities in an entrepreneurial environment
  • Demonstrates professional maturity and sound judgment
  • Fits into high performance culture with accountability and high client centricity
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
  • Develop skills using internal and external technology including Salesforce and RedBlack (portfolio management rebalancing system)

What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program 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.

Job Summary

JOB TYPE

Other

SALARY

$100k-145k (estimate)

POST DATE

11/18/2022

EXPIRATION DATE

09/22/2023

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