DIRECTOR, WEALTH ADVISOR

Job Details

Level

Experienced

Job Location

Dallas Office - Dallas, TX

Description

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

Lead the production and maintenance of net worth statements, financial plans, cash flow projections, and wealth forecasting models

Drive review process for client portfolios and assist in the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews

Coordinate with the service team to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests

Qualifications

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.