Wealth Planner

Cresset CapitalReston, VA

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Career Development

Job Description

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Summary

Cresset is seeking a Wealth Planner/CFP professional with extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate will serve as a primary financial planning point of contact for client families, and collaborate with wealth management peers (Wealth Advisor, private banker, attorney and tax advisor) to deliver an integrated and optimized client experience.

Key Responsibilities

Create custom financial plans for prospective and current clients, and refine them as their unique situations and economic landscape warrant
Present financial plans and communicate complex planning concepts with ease to clients, prospects, and peers
Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice
Cultivate strong relationships with existing Cresset clients and proactively bring financial planning solutions to the table
Utilize technology to communicate concepts, design plans, and scale
Attend client review meetings on occasion, in conjunction with the Wealth Advisor
Serve as a trusted partner to help clients navigate complexities in pursuit of their goals
Remain current on trends, legislative developments, and planning opportunities, and proactively apply them
Maintain a personal commitment to continuing education for professional development and growth

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FAQs About Wealth Planner Jobs at Cresset Capital

What is the work location for this position at Cresset Capital?

This job at Cresset Capital is located in Reston, VA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Cresset Capital?

Employer has not shared pay details for this role.

What employment applies to this position at Cresset Capital?

Cresset Capital lists this role as a Full-time position.

What experience level is required for this role at Cresset Capital?

Cresset Capital is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Cresset Capital for this role?

Cresset Capital offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Cresset Capital?

You can apply for this role at Cresset Capital either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.