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Financial Services Jobs in Dallas, TX

DIRECTOR, WEALTH ADVISOR

Cresset Capital

Dallas, TX

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JOB DETAILS
SKILLS
Asset Management, Business Administration, Cash Flow Projection, Chartered Financial Analyst (CFA), Communication Skills, Construction, Construction Management, Continuous Improvement, Customer Relations, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Delivery Management, Employment Law, Entrepreneurship, Equal Employment Opportunity (EEO), Equity Securities, Establish Priorities, Financial Planning, Financial Risk Management, Financial Services, Financial Statements, Forecasting, Genetics, High Net Worth, Identify Issues, Intrusion Prevention Systems, Investment Management, Investment Services, Legal, Mentoring, Microsoft Office, Multitasking, Onboarding, Organizational Skills, Performance Analysis, Performance Reviews, Philosophy, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Real Estate, Registered Investment Advisor (RIA), Regulations, Rich Internet Application (RIA), Sales Prospecting, Salesforce.com, Securities and Exchange Commission (SEC), Series 65, Sports, Strategic Planning, Tax Planning, Tax Returns, Team Player, Wealth Management, Writing Skills
LOCATION
Dallas, TX
POSTED
Today
About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

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
  • Possess a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside 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 team and/or various internal and external parties as needed
  • Help build and maintain long term relationships with clients, prospects, third party service providers, and centers of influence
Financial Planning
  • 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 (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed
  • Discuss core estate plan documents with clients, and their relevance to a client's unique goals and circumstances
  • Remain current on wealth planning trends, legislative developments, and techniques; identify opportunities and partner with the Wealth Advisor to enhance client planning
Portfolio Management
  • 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
  • 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 service team to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests
  • Document client notes, investment changes, and activities in Salesforce
  • Review clients' quarterly performance reports and collaborate with Reporting to identify and resolve issues
  • Provide oversight and development to Associate, Wealth Advisor teammates as applicable
Qualifications
  • Bachelor's Degree required; strong preference given to MBA, CFA®, or CFP® professionals or those on track to earn any of these designations
  • 6+ years' previous work experience in financial services required
  • Series 65 license required; unlicensed candidates required to obtain the license within 120 calendar days of employment
  • Highest ethical standards with willingness to learn and comply with SEC and other company 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 simultaneously
  • 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
  • Personal commitment to continuing education for professional development and growth
  • Proficient with Microsoft Office suite; knowledge of Salesforce, Addepar, and custodial platforms is a plus

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. Salary will be based on factors including, but not limited to, 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, 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.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

*Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

About the Company

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Cresset Capital

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