Asset Management, Bank Management, Customer Experience, Customer Relations, Endowments, Financial Planning, High Net Worth, Registered Investment Advisor (RIA), Rich Internet Application (RIA), Sales Prospecting, Securities and Exchange Commission (SEC), Wealth Management
About Cresset
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes top RIA firm.
Cresset is seeking a Wealth Planner/CFP professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate will serve as a primary financial planning point of contact for client families, and collaborate with wealth management peers (Wealth Advisor, private banker, attorney and tax advisor) to deliver an integrated and optimized client experience.
Primary Responsibilities:
- Create custom financial plans for prospective and current clients, and refine them as their unique situations and economic landscape warrant
- Present financial plans and communicate complex planning concepts with ease to clients, prospects, and peers
- Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice
- Cultivate strong relationships with existing Cresset clients and proactively bring financial planning solutions to the table
- Utilize technology to communicate concepts, design plans, and scale
- Attend client review meetings on occasion, in conjunction with the Wealth Advisor
- Serve as a trusted partner to help clients navigate complexities in pursuit of their goals
- Remain current on trends, legislative developments, and planning opportunities, and proactively apply them
- Maintain a personal commitment to continuing education for professional development and growth
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Cresset Capital Management LLC