DIRECTOR, WEALTH ADVISOR

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 a Director, Wealth Advisor (DWA) to join Cresset’s wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. At times, the DWA may serve as the primary Advisor for some relationships. A successful candidate will be able to operate both independently and collaboratively, and must be comfortable driving relationships and projects with limited direction. This role is ideal for those who wish to further their client advisory skills under the guidance and mentorship of an experienced Wealth Advisor.

Key Responsibilities 

• Client Relationships
  • Proactively support the Wealth Advisor (WA) in relational and strategic planning for clients and prospects by providing excellent client service and maintaining a high level of client satisfaction
  • Possess 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 and attend client and / or prospect meetings
  • Manage completion of deliverables from start to finish with the team and/or various internal and external parties as needed
  • Help build and maintain long term relationships with clients, prospects, third party service providers, and centers of influence 

• Financial Planning
  • Lead the production and maintenance of net worth statements, financial plans, cash flow projections, and wealth forecasting models
  • Attend prospect and client meetings to gather information to create financial plans
  • Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed
  • Discuss core estate plan documents with clients, and their relevance to a client’s unique goals and circumstances
  • Remain current on wealth planning trends, legislative developments, and techniques; identify opportunities and partner with the Wealth Advisor to enhance client planning

• Portfolio Management
  • Drive review process for clien