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Associate Wealth Advisor — Client Impact & Equity

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Cresset Capital
Full Time position
Listed on 2026-06-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 130000 USD Yearly USD 100000.00 130000.00 YEAR
Job Description & How to Apply Below

Cresset Capital is looking for an Associate, Wealth Advisor in San Francisco, CA. This role involves supporting high-net-worth clients and working closely with experienced Wealth Advisors.

The ideal candidate should have a Bachelor’s degree with a strong preference for MBA, CFA, or CFP professionals. The position offers a competitive salary range of $100,000 to $130,000 per year, along with a comprehensive benefits package including medical and retirement plans.

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Position Requirements
10+ Years work experience
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