Associate Wealth Advisor — Equity in a Client‑First Firm
$85k - $130kCresset
Cresset is seeking a dedicated professional for a financial advisory role in San Francisco. The ideal candidate will support Wealth Advisors in providing exceptional client service, managing client deliverables, and assisting with investment recommendations. A Bachelor's degree is required, with a preference for candidates holding an MBA or CFA certification. This role emphasizes high ethical standards, effective communication, and organizational skills. The compensation range is $85,000 - $130,000, along with a comprehensive benefits package including equity ownership. #J-18808-Ljbffr Cresset
Vacancy posted 1 day ago
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