Wealth Planner

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.

Cresset is seeking a Wealth Planner/CFP® professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate will serve as a primary financial planning point of contact for client families, and collaborate with wealth management peers (Wealth Advisor, private banker, attorney and tax advisor) to deliver an integrated and optimized client experience.

Primary Responsibilities:

• Create custom financial plans for prospective and current clients, and refine them as their unique situations and economic landscape warrant
• Present financial plans and communicate complex planning concepts with ease to clients, prospects, and peers
• Collaborate with Wealth Advisors and clients’ other trusted professionals to deliver integrated advice
• Cultivate strong relationships with existing Cresset clients and proactively bring financial planning solutions to the table
• Utilize technology to communicate concepts, design plans, and scale
• Attend client review meetings on occasion, in conjunction with the Wealth Advisor
• Serve as a trusted partner to help clients navigate complexities in pursuit of their goals
• Remain current on trends, legislative developments, and planning opportunities, and proactively apply them
• Maintain a personal commitment to continuing education for professional development and growth

Qualifications:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
• Bachelor’s Degree in Business, Finance, or a related field
• CPWA® designation, Masters degree, law degree, or CPA certification a plus
• 10+ years financial services experience, with 5+ years planning for high-net worth individuals and families
• A thorough understanding of integrated financial planning, including estate and tax planning, risk management, philanthropic giving
• Ability to process information and draw insightful conclusions from it; Exhibits a probing mind
• Establishes and maintains effective working relationships with clients, their trusted advisors, and peers
• Strong communication skills, both written and verbal, and engaged listening
• Approaches problems with creativity, innovation, and tenacity
• Candidate should be confident and assertive, and able to garner the respect of others
• The ability to operate in a dynamic and fast-paced environment is essential
• Experience with financial planning software, familiarity with eMoney a plus
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel, PowerPoint and Outlook, and other office software and technology

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.