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Wealth Strategist Associate

3 months ago

Scottsdale, Arizona, United States Cresset Full time
About Cresset

Cresset is a leading independent, multi-family office, and private investment firm that is revolutionizing the way people experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, rivaling those of the largest single-family offices and endowments. We offer bespoke wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor with over $50 billion in assets under management. Our firm is widely recognized for its excellence and is frequently ranked as a top RIA firm by Barron's and Forbes.

Job Description

The Associate, Wealth Strategy (AWS) position is a key member of our wealth strategy team, supporting senior wealth strategists in serving family office and Cresset Catalyst clients. As an internal resource for advisors, the AWS will work closely with families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. Key responsibilities include 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. As part of a multidisciplinary team, the AWS must be a cultural fit in a collaborative, collegial team environment that is focused on delivering impeccable client service. Developing insight and understanding the needs and dynamics of the families we serve is crucial.

The AWS will be a member of a national advisory team that provides 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 package includes highly competitive cash compensation, a discretionary bonus program, and a benefits package, 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. All employees receive equity in Cresset.

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.

Cresset is an equal employment opportunity employer and is committed to ensuring equal employment opportunity 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.