Associate, Wealth Advisor

Recruiter
Cresset
Location
Reston, VA
Salary
Open/Negotiable on base salary, bonus and equity in Cresset
Posted
08 Mar 2021
Closes
07 May 2021
Ref
https://cresset.bamboohr.com/jobs/view.php?id=86
Employment Type
Full Time
Education
Bachelors

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 $12 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 150 team members in more than eight 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
  • 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 benefits package to full-time regular employees including medical, dental, vision, life insurance, 401(k) retirement plan, flexible spending, dependent care, pre-tax transportation, and paid time off.  All employees receive equity in Cresset. 

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