Associate, Wealth Advisor
- Employer
- Cresset Capital
- Location
- 101 California Street, San Francisco, CA
- Salary
- Salary, bonus and equity in Cresset
- Closing date
- Jul 24, 2021
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- Job Function
- Investment Advisor/Consultant, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Trading, Wealth Management
- Industry Sector
- Asset Management, Private Wealth Management Firm , Finance - General
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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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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