About this role
ASSOCIATE, WEALTH ADVISOR at Cresset Capital. Location: San Francisco, California, United States. Role: supporting clients, preparing materials, managing portfolios Requirements: Bachelor's degree required, Series 65 required (or obtained within 120 days), 2+ years financial services experience preferred, strong communication and numerical skills, proficiency with Microsoft Office; ethics and regulatory compliance required. Category: Finance Seniority: Entry Level Tools: Microsoft Office, eMoney, Salesforce, Addepar Commitment: Full Time Workplace: Onsite Languages: English