WEALTH PLANNER

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