Associate, Wealth Advisor

Employer
Cresset Capital
Location
101 California Street, San Francisco, CA
Salary
Salary, bonus and equity in Cresset
Posted
Jun 24, 2021
Closes
Jul 24, 2021
Employment Type
Full Time
Education
Bachelors

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

Similar jobs

  • Portfolio Manager

    • San Francisco, California
    • Negotiable
    • RSS Investment Counsel
  • Associate, Public Markets Team

    • Menlo Park, California
    • $150,000 - $170,000 + benefits
    • Jasper Ridge Partners
  • Buy-Side Internship Opportunity (paid)

    • We are primarily a virtual office and can work with qualified candidates regardless of location.
    • This is a paid internship; compensation will be commensurate with skill level, experience & workload
    • SFG Asset Advisors, LLC

Similar jobs

  • Portfolio Manager

    • San Francisco, California
    • Negotiable
    • RSS Investment Counsel
  • Associate, Public Markets Team

    • Menlo Park, California
    • $150,000 - $170,000 + benefits
    • Jasper Ridge Partners
  • Buy-Side Internship Opportunity (paid)

    • We are primarily a virtual office and can work with qualified candidates regardless of location.
    • This is a paid internship; compensation will be commensurate with skill level, experience & workload
    • SFG Asset Advisors, LLC
  • You need to sign in to save