Wealth Planner

Position: WEALTH PLANNER
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 Summary 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.

Key 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

QualificationsCERTIFIED FINANCIAL PLANNER (CFP) Professional Bachelor’s Degree in Business, Finance, or a related fieldCPWA designation, Masters degree, law degree, or CPA certification a plus
10+ years financial services experience, with 5+ years planning for high-net worth individuals and familiesA thorough understanding of integrated financial planning, including estate and tax planning, risk management, philanthropic giving

Ability to process information and draw insightful conclusions from it;
Exhibits a probing mind Establishes and maintains effective working relationships with clients, their trusted advisors, and peers

Strong communication skills, both written and verbal, and engaged listening

Approaches problems with creativity, innovation, and tenacity

Candidate should be confident and assertive, and able to garner the respect of others

The ability to operate in a dynamic and fast-paced environment is essential

Experience with financial planning software, familiarity with eMoney a plus Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity

Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook, and other office software and technology

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,…