Current jobs related to Wealth Advisor - Austin - Cresset Corporation
-
Wealth Management Advisor
1 month ago
Austin, United States The Ladders Full timeSunflower 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 for providing thoughtful and meaningful wealth planning and investment management...
-
Wealth Management Advisor
4 months ago
Austin, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower 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 for providing thoughtful and meaningful...
-
Senior Wealth Advisor
3 weeks ago
Austin, United States Weaver Full timeThe 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 help high net worth and ultra-high net worth clients manage complexities in family...
-
Senior Wealth Advisor
2 months ago
Austin, United States Weaver Full timeThe 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 help high net worth and ultra-high net worth clients manage complexities in family...
-
Junior Wealth Management Advisor
3 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Junior Wealth Management AdvisorAs a Junior Wealth Management Advisor, you will work closely with experienced wealth management professionals to provide tailored financial solutions to affluent clients. Your responsibilities will include assisting in client relationship development, conducting portfolio assessments, and engaging in...
-
Private Wealth Advisor
4 months ago
Austin, United States Bank of Texas Full timeSummary 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 by being apprised of and anticipating the clients’ needs and delivering...
-
Wealth Advisor II
2 months ago
Austin, United States The Ladders Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives...
-
Private Wealth Advisor
4 weeks ago
Austin, United States BOK Financial Full timeReq ID: 75363 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: 01/01/2025 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF)...
-
Private Wealth Advisor
2 months ago
Austin, United States BOK Financial Full timeReq 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 Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top...
-
Senior Wealth Management Advisor
6 days ago
Austin, Texas, United States Weaver Full timeAbout the RoleWeaver, a leading national accounting, advisory, and consulting firm, is seeking a highly skilled Senior Wealth Advisor to join our growing Capital Advisory team. As a Senior Wealth Advisor, you will play a critical role in developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families,...
-
Private Wealth Management Advisor
6 days ago
Austin, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at BOK Financial. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, trusts, and similar entities.Key ResponsibilitiesDevelop and expand client relationships through...
-
Wealth Management Advisor
3 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Private BankerRole Summary: The Private Banker is tasked with delivering bespoke financial and investment services tailored to affluent individuals and families. This position entails overseeing client portfolios, presenting customized financial solutions, and fostering robust, enduring relationships. The ideal candidate will possess...
-
Financial Wealth Consultant
3 weeks ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionPosition Title: Wealth Management AdvisorOverview:As a Wealth Management Advisor, you will play a crucial role in assisting affluent clients with the management and enhancement of their financial assets. Your expertise will be instrumental in crafting tailored financial strategies, suggesting investment avenues, and providing continuous...
-
Wealth Management Consultant
2 weeks ago
Austin, Texas, United States BOK Financial Full timePosition Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing relationships with affluent individuals, families, trusts, and similar entities within BOK Financial Wealth, Inc. (BOKF). This position involves assisting clients in identifying suitable investment strategies and optimizing their portfolio...
-
New Opportunity
3 months ago
Austin, United States Trajan Wealth LLC Full timeJob DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Austin area by adding an experienced Fiduciary Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms...
-
Wealth Management Consultant
2 weeks ago
Austin, Texas, United States BOK Financial Full timePosition Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing connections with affluent individuals, families, trusts, and similar entities associated with BOK Financial Wealth, Inc. (BOKF). This position involves advising clients on suitable investment strategies and portfolio allocations, ensuring alignment...
-
Financial Wealth Consultant
3 weeks ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionPosition Title: Wealth Management AdvisorPosition Overview:Provide expert guidance to affluent clients in the management and enhancement of their financial assets. Formulate detailed financial strategies, suggest investment options, and deliver continuous support to assist clients in reaching their financial aspirations. Remain knowledgeable...
-
Client Relationship Wealth Consultant
3 weeks ago
Austin, Texas, United States Charles Schwab Full timeYour Role As a vital member of our Wealth Advisory team, the Wealth Consultant Partner plays a crucial role in delivering personalized service and ongoing assistance for the wealth management requirements of ultra-high net worth clients. Collaborating closely with the Wealth Advisor, the Wealth Consultant Partner is responsible for providing outstanding...
-
Senior Wealth Management Consultant
3 weeks ago
Austin, Texas, United States Charles Schwab Full timeYour Role As a key member of our Wealth Advisory team, the Wealth Consultant Partner plays a vital role in delivering personalized service and ongoing support tailored to the wealth management needs of ultra-high-net-worth clients. Collaborating closely with the Wealth Advisor, you will provide outstanding service, foster and enhance client relationships,...
-
Wealth Management Professional
2 days ago
Austin, Texas, United States Sunflower Bank Full time{"Responsibilities": "Key ResponsibilitiesAs a Wealth Management Advisor at Sunflower Bank, you will be responsible for developing customized financial planning and wealth management strategies aligned with client goals and circumstances.Build and maintain relationships with high-net-worth individuals and families, professional service companies, non-profit...
Wealth Advisor
4 months ago
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
- 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
Qualifications
- 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
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.