Wealth Strategist

3 weeks ago

Atlanta, Georgia, United States Cresset Corporation Full time

About Cresset Corporation

We are a leading provider of wealth management and investment services to high-net-worth individuals and families.

Cresset Corporation offers a range of services designed to help our clients achieve their financial goals, including wealth planning, estate planning, and investment management.

We are seeking a highly skilled and motivated individual to join our team as a Wealth Strategist.

As a Wealth Strategist, you will work closely with our clients and their families to develop and implement comprehensive wealth plans that address their unique needs and goals.

Key responsibilities include:

  • Conducting thorough analyses of our clients' financial situations and developing tailored wealth plans
  • Providing ongoing support and guidance to our clients and their families to help them achieve their financial objectives
  • Collaborating with other members of our team to ensure seamless delivery of our services
  • Staying up-to-date with changes in tax laws and other regulatory requirements that may impact our clients' financial situations

Requirements:

  • Bachelor's degree in a related field, such as finance, accounting, or business administration
  • At least 5 years of experience in a related field, such as wealth management, estate planning, or investment management
  • Strong analytical and problem-solving skills, with the ability to think critically and strategically
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues at all levels
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

At Cresset Corporation, we are committed to providing our clients with exceptional service and support. If you are a motivated and detail-oriented individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

Benefits:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

Qualifications:

  • Bachelor's degree in a related field
  • At least 5 years of experience in a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment

About Us:

Cresset Corporation is a leading provider of wealth management and investment services to high-net-worth individuals and families. We offer a range of services designed to help our clients achieve their financial goals, including wealth planning, estate planning, and investment management.

Our Values:

  • Client-centered approach
  • Collaborative and dynamic work environment
  • Commitment to excellence

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