Associate, Wealth Advisor

Cresset Capital
101 California Street, San Francisco, CA
Salary, bonus and equity in Cresset
Jun 24, 2021
Jul 24, 2021
Employment Type
Full Time

Key Responsibilities

  • 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
  • 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
  • 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

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