ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

• Direct exposure to experienced advisors and sophisticated client situations
• Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
• A clear path to take on increasing responsibility over time, based on performance and initiative

• Bachelor’s degree in Finance, Business, Accounting, or related field
• 2+ years of experience in financial services, ideally supporting high-net-worth clients
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• High level of professionalism, discretion, and client service orientation
• Clear communicator with strong written and interpersonal skills
• Self-starter with a willingness to take ownership and solve problems
• Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

• A utility player who thrives in a team environment
• Naturally organized and proactive
• Calm under pressure and responsive to client needs
• Interested in building long-term career in wealth management

At Cresset, we focus on people first.

As a service business, our people are our assets.

Engaging our clients and employees is our highest priority.

will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive 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.

It is the policy of Cresset to ensure equal employment opportunity (EEO) 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. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Everything Starts With Culture.

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

*Disclosures related to awards, recognitions, and rankings available here .

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates.

Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital.

Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients.

Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities.

Cresset Asset Management, LLC is an SEC registered investment advisor.

SEC registration does not imply any specific level of skill or training.