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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
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.
Other
$100k-145k (estimate)
11/18/2022
09/22/2023
The job skills required for ASSOCIATE, WEALTH ADVISOR include Wealth Management, Planning, Client Service, Initiative, Financial Services, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be an ASSOCIATE, WEALTH ADVISOR. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by ASSOCIATE, WEALTH ADVISOR. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for ASSOCIATE, WEALTH ADVISOR positions, which can be used as a reference in future career path planning. As an ASSOCIATE, WEALTH ADVISOR, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary ASSOCIATE, WEALTH ADVISOR. You can explore the career advancement for an ASSOCIATE, WEALTH ADVISOR below and select your interested title to get hiring information.