- Build and maintain long term relationships with clients, prospects, COIs and all resources available to build their business
- An entrepreneurial approach of building a business with the support of our operations and support functions
- Ability to deliver a great client experience by effectively arranging internal and external resources to deliver a comprehensive wealth management solution including but not exclusive to investments, credit, trust and estate
- Drive business results by acquiring new assets from existing and new clients
- Strong wealth management acumen by understanding public and private markets, portfolio construction and management, goals-based planning, and estate, tax and philanthropic planning considerations
- Utilize technology and resources to meet business deliverables and deadlines
- Coordinate information that is presented to prospects and clients
- Bachelor's Degree Required; MBA and/or CFA preferred
- 10+ years of experience in wealth management in a relationship management/business development role
- Trained in financial planning, asset allocation and investments
- Demonstrated track record of success and strong business acumen
- Developed community network and established presence
- Strong communication skills, both written and verbal, and engaged listening
- Excellent time management skills including multi-tasking and prioritizing responsibilities
- Exceptional problem-solving capabilities in an entrepreneurial environment
- Excels in a high-performance culture with accountability and high client centricity
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
- Develop skills using internal and external technology including Salesforce and Addepar
- Series 65 license required; unlicensed candidates required to obtain the license within 90 days of employment
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Wealth Advisor - Austin, United States - Cresset
Description
About Cresset
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset's inception in 2017, the firm has grown to over 450 team members in more than twenty offices throughout the United States. Cresset ranks #9 on Barron's list of the top 100 RIA firms in 2023.
Job Description
Cresset is seeking a Wealth Advisor to represent Cresset's wealth management business. The Wealth Advisor is responsible for client acquisition and retention of client/family relationships, COIs and strong knowledge of the industry's products, solutions and services. Cresset offers investments, financial planning, banking, trust advisory and access to private direct deals. The Wealth Advisor is responsible for a comprehensive client experience utilizing a full product suite offering with the goal to acquire, build and preserve their wealth.
Key Responsibilities
Qualifications
What We Offer
Cresset offers a competitive compensation package including a discretionary bonus program 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.
