Wealth Advisor

Job Details: Level – Experienced Job Location: San Francisco Office – San Francisco, CA 94111 Salary Range: $100,000.00 – $130,000.00 per year Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join its wealth management team. The AWA provides comprehensive support to high‑net‑worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and comfortable supporting relationships and projects with limited direction. Key Responsibilities Client Relationships Proactively support the Wealth Advisor by providing excellent client service and maintaining a high level of client satisfaction. Build a strong wealth management acumen, understanding the firm’s investment philosophy, market outlook, portfolio construction, goal‑based financial planning, risk management, and estate, tax, and philanthropic considerations. Prepare client meeting materials and may attend client or prospect meetings. Manage completion of deliverables from start to finish with the Client Associate and internal/external parties as needed. Financial Planning Assist experienced Advisors in producing and maintaining net worth statements, financial plans, cash flow projections, and wealth forecasting models. Attend prospect and client meetings to gather information for financial plans where appropriate. Review estate documents and tax returns; collaborate with internal teams and external providers. Learn current wealth planning trends, legislative developments, and collaborate with the Wealth Advisor to enhance client planning. Portfolio Management Review client portfolios and assist Advisors with the development, presentation, and implementation of investment recommendations. Collaborate with the National Investments Team to apply the firm’s best thinking, considering client needs such as cash flow, taxation, liquidity, and risk. Assist with the implementation of portfolio trades, including execution, margin maintenance, and settlement. Develop and maintain investment policy statements (IPS). Operations Coordinate with the Client Associate to ensure tasks and requests are handled, including onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests. Document client notes, investment changes, and activities in Salesforce. Review quarterly performance reports and collaborate with Reporting to resolve issues. Qualifications Bachelor’s Degree required; strong preference for MBA, CFA, or CFP professionals or candidates on track to earn these designations. Previous experience or internship in financial services required; 2+ years preferred. Series 65 license required; unlicensed candidates must obtain the license within 120 calendar days of employment. Highest ethical standards and willingness to learn and comply with SEC and company rules. Initiative, problem‑solving ability, adaptability, and flexibility. Effective speaking and presentation skills. Excellent writing proficiency and communication skills. Strong numerical aptitude. Outstanding organizational skills and ability to prioritize multiple projects. Ability to work independently over time with limited guidance. Coachable and capable of working in a team environment. Learning and development mindset with drive for continuous improvement. Commitment to continuing education for professional development. Proficient with Microsoft Office suite; knowledge of eMoney, Salesforce, Addepar, and custodial platforms is a plus. Represent and display Cresset’s core values and behaviors. What We Offer Base salary range: $100,000 – $130,000 (based on experience, licenses, certifications, industry knowledge, and location). Compensatory package includes annual incentive and benefits. Medical, dental, vision, and life insurance. 401(k) retirement plan and health savings account. Short‑term and long‑term disability insurance. Voluntary critical and accident insurance. Pre‑tax parking and transportation programs. Equity participation in the firm. Equal Employment Opportunity The firm ensures equal employment opportunity for all employees and applicants 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, or other characteristics protected by applicable laws. The firm complies with applicable laws concerning employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. #J-18808-Ljbffr