Director, Wealth Advisory & Strategy

Cresset is looking for a Director, Wealth Advisor to enhance its wealth management team in Dallas, Texas. The ideal candidate will provide exceptional support to high-net-worth clients while working closely with experienced Wealth Advisors. Responsibilities include client relationship management, financial planning, and coordination with internal teams. This position requires a Bachelor's degree (preferably an MBA, CFA®, or CFP®), 6+ years in financial services, and a Series 65 license. A competitive compensation package and benefits are offered.
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