Associate, Wealth Advisor

Position: ASSOCIATE, WEALTH ADVISOR
# ASSOCIATE, WEALTH ADVISOR Dallas Office - Dallas, TX 75219## Overview Level Experienced ## Description
** 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 an Associate, Wealth Advisor (AWA) to join our wealth management team. The AWA provides comprehensive support to high-net-worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and must be comfortable supporting relationships and projects with limited direction. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.
** Key Responsibilities
***** Client Relationships
**** Proactively support the Wealth Advisor (WA) by providing excellent client service and maintaining a high level of client satisfaction
* Build 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; may attend client and / or prospect meetings
* Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed
*** Financial Planning
**** Assist experienced Advisors in the production and maintenance of net worth statements, financial plans, cash flow projections, and wealth forecasting models
* 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
* Learn and understand current wealth planning trends, legislative developments, and techniques; partner with the Wealth Advisor to enhance client planning
*** Portfolio Management
**** Review client portfolios and assist Advisors with 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
*** Operations
* *** Coordinate with the internal 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## Qualifications
** Qualifications
* ** Bachelor’s Degree required; preference given to MBA, CFA, or CFP professionals or those on track to earn any of these designations
* Previous work / internship experience in financial services required;
Experience preferred
* Series 65 license required; unlicensed candidates required to obtain the license within 120 calendar days of employment
* Highest ethical…