ASSOCIATE DIRECTOR, WEALTH STRATEGIST

Cresset Capital•Atlanta, GA

1d•$110,000 - $130,000•Onsite

About The Position

The Associate, Wealth Strategist (AWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset Catalyst clients. The AWS will also serve as an internal resource for advisors. The AWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The AWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional planning, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures. Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The AWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve. The AWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation in the form of a base salary and bonus.

Requirements

Juris Doctor degree and three or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
Positive attitude and willingness to learn and grow
Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
Establishes and maintains effective working relationships with peers and strategic partners
Must be articulate, organized, and attentive to instructions and deadlines
Self-starter with the ability to juggle several deadlines, and high personal accountability
Approaches problems with a sense of urgency, creativity, and tenacity
The ability to operate in a dynamic and fast-paced environment is essential
Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
Collaborative and able to work effectively in a team environment as a participant or leader
Versatile, flexible, and a willingness to work within constantly changing priorities

Responsibilities

Support senior wealth strategists in serving family office, non-family office and Cresset Catalyst clients.
Serve as an internal resource for advisors.
Support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory.
Review and summarize existing documents.
Provide observations for amendments or opportunities for additional planning.
Run tax projections.
Model advanced planning techniques.
Provide ongoing advice regarding the administration of family structures.

Benefits

Cresset offers a competitive compensation package including a discretionary bonus program 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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume