More jobs:
Wealth Strategy Lead, Estate & Trust Planning
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-13
Listing for:
Cresset Capital
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Cresset Capital is seeking an Associate Director, Wealth Strategy to join our Atlanta and West Palm Beach offices. You will work as a junior member of the wealth strategy team, supporting senior strategists, reviewing documents, and providing planning insights for high-net-worth families and clients.
You will model advanced planning techniques, run tax projections, and contribute to fiduciary advisory and family-structure administration.
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