- 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
- Bachelors 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
-
Private Wealth Advisor
2 weeks ago
BOK Financial Austin, United StatesReq ID: 70281 · Location: Austin -AUS, Dallas -DAL, Grapevine -GRPV, Houston -HOUS, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Finan ...
-
Private Wealth Advisor
2 weeks ago
BOK Financial Austin, United StatesReq ID: 70281 · Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Finan ...
-
Wealth Advisor
2 weeks ago
Cresset Austin, United StatesAbout 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 fam ...
-
Wealth Advisor
1 week ago
Cresset Corporation Austin, United StatesAbout 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 fa ...
-
Wealth Advisor
2 weeks ago
Choreo Austin, United StatesAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and cou ...
-
Wealth Advisor
1 week ago
Choreo Austin, United StatesJob Description · Job DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast f ...
-
Director - Wealth Advisor
2 weeks ago
Judson Group Austin, United StatesJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, pr ...
-
Director - Wealth Advisor
1 week ago
Judson Group Austin, United StatesJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, prov ...
-
Director - Wealth Advisor
2 weeks ago
Judson Group Austin, United StatesJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, prov ...
-
Wealth Management Advisor
1 week ago
Sunflower Bank, N.A. Austin, United StatesSunflower Bank, N. A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. Sunflower Bank N. A. is seeking a seasoned Wealth Man Management, Wealth, Advisor, ...
-
Wealth Management Advisor
1 week ago
Sunflower Bank, N.A. Austin, United StatesSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. · Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible f ...
-
Senior Wealth Advisor
2 weeks ago
Weaver Austin, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to ...
-
Private Wealth Advisor
20 hours ago
BOK Financial Austin, United StatesReq ID:70281 · Location: Austin -AUS, Dallas -DAL, Grapevine -GRPV, Houston -HOUS, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Financ ...
-
Private Wealth Advisor
2 weeks ago
BOK Financial Austin, United StatesReq ID:70281 · Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Sugarland -SGLND, Woodlands -WDLND · Areas of Interest: Finance; Financial Advisor · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · BOK Financ ...
-
Private Wealth Advisor
1 week ago
Bank of Texas Austin, United StatesSummary · A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. · You will provide value b ...
-
Advisor - Wealth Management
2 weeks ago
FORVIS Austin, United States& Requirements · We are seeking an Associate Financial Advisor in our Austin, TX or San Antonio, TX offices to assist a Lead Financial Advisor in servicing a substantial client base. This is a unique opportunity to be part of a successful advisory practice with excellent potenti ...
-
Associate Financial Planner
1 week ago
Guardian Austin Austin, United States$50,000+ at plan yearly · **Responsibilities**: · - Serve as a collaborative team player willing to further development through continued training opportunities · - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations ...
-
Private Client Advisor Ii
2 weeks ago
Bank of America Austin, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Relationship Manager
1 week ago
Bank of America Austin, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Operations Specialist
2 weeks ago
Durbin Bennett Austin, United States**Job Title**:Operations Specialist** · **Reports To**: Client Operations Manager · - Provide account administration services to clients and their related professionals. · - Provide valuable operations advice and support to Senior Advisors. · - Create trust and deepen client rela ...
Wealth Advisor - Austin, United States - Cresset Corporation
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 Cressets 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 Barrons list of the top 100 RIA firms in 2023.
Job Description
Cresset is seeking a Wealth Advisor to represent Cressets wealth management business. The Wealth Advisor is responsible for client acquisition and retention of client/family relationships, COIs and strong knowledge of the industrys 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 Cressets policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
