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Aspiring Wealth Advisor: Mentored & Clients
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-15
Listing for:
Cresset Capital
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Cresset Capital in Dallas is seeking an Associate, Wealth Advisor to support high-net-worth clients, working closely with experienced Wealth Advisors. This role includes preparing client materials, managing deliverables, and assisting with financial plans and portfolio management.
The successful candidate will have a Bachelor’s degree, preferably in finance or a related field, and must possess a Series 65 license within 120 days of employment. Cresset offers a competitive salary and comprehensive benefits package.
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