Associate, Wealth Strategist

3 weeks ago

Scottsdale, United States Cresset Full time

About Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families 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 that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top advisor.


Job Description

The Associate, Wealth Strategy (AWS) position is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office and Cresset Catalyst clients. The AWS will also serve as an internal resource for advisors. The AWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The AWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional planning, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.


Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The AWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.


The AWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.


Qualifications


  • Bachelor’s Degree and five or more years of trust and estate experience required
  • JD with 1-3 years of practice or paralegal certification with 7+ years experience strongly preferred
  • Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
  • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze trust/estate data, process information, and perform essential duties
  • Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
  • Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
  • Positive attitude and willingness to learn and grow
  • Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
  • Establishes and maintains effective working relationships with peers and strategic partners
  • Must be articulate, organized, and attentive to instructions and deadlines
  • Self-starter with high level of urgency, and personal accountability
  • Approaches problems with a sense of urgency, creativity, and tenacity
  • The ability to operate in a dynamic and fast-paced environment is essential
  • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
  • Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
  • Collaborative and able to work effectively in a team environment as a participant or leader
  • Versatile, flexible, and a willingness to work within constantly changing priorities


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.

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