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Wealth Advisor
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Full-time
- 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 ranks #9 on Barrons list of the top 100 RIA firms in 2023.
- 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.
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