Cresset
Cresset is seeking an Associate Director, Wealth Advisor (ADWA) to join Cresset’s wealth management team. The ADWA provides comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. At times, the ADWA may service as the primary Advisor for some relationships. A successful candidate will be entrepreneurial, 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 while also overseeing a subset of lower complexity clients.
Key Responsibilities
Client Relationships: Proactively support the Wealth Advisor (WA) in the relational and strategic planning for clients and prospects by providing excellent client service and maintaining a high level of client satisfaction. Wealth management acumen: Understand Cresset’s investment philosophy, portfolio construction and management, goals-based financial planning, risk management, and 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 Client Associate and/or internal and external parties as needed. Build and maintain long-term relationships with clients, prospects, third-party service providers, and centers of influence. Serve as the primary Advisor for less complex relationships. 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 and tax returns; collaborate with Wealth Planning, Wealth Strategy, Tax, and external providers as needed. Discuss core estate plan documents with clients and their relevance to goals and circumstances. Stay current on wealth planning trends, legislative developments, and techniques; identify opportunities and partner with the Wealth Advisor to enhance client planning. Drive the review process for client portfolios and assist in developing, presenting, and implementing investment recommendations (portfolio construction, proposals, rebalancing, phase-in planning, quarterly reviews). Collaborate with the National Investments Team to apply the firm’s best thinking to client portfolios, considering cash flow, taxation, liquidity, risk, and other needs. Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement. Develop and maintain investment policy statements (IPS). Operations
Coordinate with the Client Associate to ensure tasks and requests are handled, including onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests. Document client notes, investment changes, and activities in Salesforce. Review quarterly performance reports and collaborate with Reporting to identify and resolve issues. Provide oversight and development to Associate, Wealth Advisor teammates as applicable. Education and Experience
Bachelor’s Degree required; strong preference given to MBA, CFA, or CFP professionals or those on track to earn any of these designations. 4+ years’ experience in financial services required. Series 65 license required; unlicensed candidates must obtain the license within 120 calendar days of employment. Skills and Abilities
Highest ethical standards with willingness to learn and comply with SEC and other required rules and regulations. Initiative, problem solving ability, adaptability, and flexibility. Effective speaking and presentation ability. Excellent writing proficiency and communication skills. Strong numerical aptitude. Outstanding organizational skills and the ability to prioritize and balance multiple projects. Ability to work independently with limited guidance. Coachable with the ability to work in a team environment and independently when necessary. Learning and development mindset and drive for continuous improvement. Commitment to continuing education for professional development and growth. Proficient with Microsoft Office; knowledge of eMoney, Salesforce, Addepar, and custodial platforms is a plus. What We Offer
At Cresset, we focus on people first. Our people are our assets. Salary will be based on factors including experience, licenses/certifications, industry knowledge, and geographic location. 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, disability insurance, voluntary insurance options, and pre-tax parking/transportation programs. All employees receive equity in Cresset. It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, sexual orientation, gender identity, parental status, genetic information, or any other characteristic protected by applicable law. Cresset complies with applicable disability accommodation laws. *Disclosures related to awards, recognitions, and rankings available here. Cresset refers to Cresset Capital Management, and all its subsidiaries and affiliates. Cresset Asset Management, LLC conducts advisory services under other names as listed. Cresset is an SEC-registered investment adviser. SEC registration does not imply skill or training. Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Business Development Referral programs and related notices may apply. Get notified about new Financial Director jobs in Scottsdale, AZ.
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Client Relationships: Proactively support the Wealth Advisor (WA) in the relational and strategic planning for clients and prospects by providing excellent client service and maintaining a high level of client satisfaction. Wealth management acumen: Understand Cresset’s investment philosophy, portfolio construction and management, goals-based financial planning, risk management, and 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 Client Associate and/or internal and external parties as needed. Build and maintain long-term relationships with clients, prospects, third-party service providers, and centers of influence. Serve as the primary Advisor for less complex relationships. 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 and tax returns; collaborate with Wealth Planning, Wealth Strategy, Tax, and external providers as needed. Discuss core estate plan documents with clients and their relevance to goals and circumstances. Stay current on wealth planning trends, legislative developments, and techniques; identify opportunities and partner with the Wealth Advisor to enhance client planning. Drive the review process for client portfolios and assist in developing, presenting, and implementing investment recommendations (portfolio construction, proposals, rebalancing, phase-in planning, quarterly reviews). Collaborate with the National Investments Team to apply the firm’s best thinking to client portfolios, considering cash flow, taxation, liquidity, risk, and other needs. Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement. Develop and maintain investment policy statements (IPS). Operations
Coordinate with the Client Associate to ensure tasks and requests are handled, including onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests. Document client notes, investment changes, and activities in Salesforce. Review quarterly performance reports and collaborate with Reporting to identify and resolve issues. Provide oversight and development to Associate, Wealth Advisor teammates as applicable. Education and Experience
Bachelor’s Degree required; strong preference given to MBA, CFA, or CFP professionals or those on track to earn any of these designations. 4+ years’ experience in financial services required. Series 65 license required; unlicensed candidates must obtain the license within 120 calendar days of employment. Skills and Abilities
Highest ethical standards with willingness to learn and comply with SEC and other required rules and regulations. Initiative, problem solving ability, adaptability, and flexibility. Effective speaking and presentation ability. Excellent writing proficiency and communication skills. Strong numerical aptitude. Outstanding organizational skills and the ability to prioritize and balance multiple projects. Ability to work independently with limited guidance. Coachable with the ability to work in a team environment and independently when necessary. Learning and development mindset and drive for continuous improvement. Commitment to continuing education for professional development and growth. Proficient with Microsoft Office; knowledge of eMoney, Salesforce, Addepar, and custodial platforms is a plus. What We Offer
At Cresset, we focus on people first. Our people are our assets. Salary will be based on factors including experience, licenses/certifications, industry knowledge, and geographic location. 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, disability insurance, voluntary insurance options, and pre-tax parking/transportation programs. All employees receive equity in Cresset. It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, sexual orientation, gender identity, parental status, genetic information, or any other characteristic protected by applicable law. Cresset complies with applicable disability accommodation laws. *Disclosures related to awards, recognitions, and rankings available here. Cresset refers to Cresset Capital Management, and all its subsidiaries and affiliates. Cresset Asset Management, LLC conducts advisory services under other names as listed. Cresset is an SEC-registered investment adviser. SEC registration does not imply skill or training. Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Business Development Referral programs and related notices may apply. Get notified about new Financial Director jobs in Scottsdale, AZ.
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