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Wealth Strategist Associate

2 months ago

Scottsdale, Arizona, United States Cresset Corporation Full time

About Cresset Corporation

Cresset Corporation is a leading, independent, multi-family office, and private investment firm. Our goal is to revolutionize the way high net worth individuals experience wealth by providing access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer highly personalized wealth management, investment advisory, and family office services through Cresset Asset Management, a 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 top RIA firm.

Job Summary

The Wealth Strategist Associate 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 Associate will also serve as an internal resource for advisors. The Associate will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The Associate 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.

Key Responsibilities

  • Support senior wealth strategists in serving family office and Cresset Catalyst clients
  • Review and summarize existing documents, providing observations for amendments or opportunities for additional planning
  • Run tax projections, model advanced planning techniques, and provide ongoing advice regarding the administration of family structures
  • Develop insight and understand the needs and dynamics of the families we serve
  • Collaborate with a multidisciplinary team to provide comprehensive wealth management services

Requirements

  • 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 Corporation 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 Corporation.

Equal Employment Opportunity

Cresset Corporation is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.