About this role
DIRECTOR, WEALTH ADVISOR at Cresset Capital. Location: Dallas, Texas, United States. Role: Supporting Wealth Advisors, Managing Client Relationships, Preparing Financial Plans Requirements: Bachelor’s Degree required; strong preference for MBA, CFA®, or CFP®; 6+ years in financial services; Series 65 license required. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Salesforce, Addepar Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English