About Cresset
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.
Job Description
Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset’s wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. At times, the DWA may serve as the primary Advisor for some relationships. A successful candidate will be able to operate both independently and collaboratively, and must be comfortable driving relationships and projects with limited direction. This role is ideal for those who wish to further their client advisory skills under the guidance and mentorship of an experienced Wealth Advisor.
Key Responsibilities
Client Relationships
Financial Planning
Portfolio Management
Operations
Education and Experience
Skills and Abilities
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. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
...We are looking for a highly organized and proactive Logistics Specialist to join our team in Midland, Texas . This role is central to managing and optimizing inbound and outbound logistics operations ensuring smooth coordination of shipments into and out of our facilities...
Job DetailsDescription JOB OVERVIEW As a professional, high-energy Bartender, you will serve classic cocktails and exciting new beverages to our guests. You will greet Guests, learn about their preferences, prepare, and serve classic cocktails and custom themed...
...Key Responsibilities: Lead scheduling efforts on complex capital projects ranging from $100M to over $500M Develop and maintain project schedules using Primavera P6 Integrate Agile delivery using Jira, ensuring alignment between Jira boards and Primavera schedules...
Brand Manager Gelatys #128205; Location: Miami, FL (On-site) #128338; Full-time #128181; Salary: $60,000$65,000 annually, depending on experience About Us: At Gelatys , were redefining frozen desserts with bold design, innovative formats, and...
...Video Production Assistant ~40 hours per week ~ On-site position ~12 month contract ~ Seeking associate level candidates Were... ...professionals Ideal for: Recent grads or students in Film, Media, or Communication Content creators looking to transition...