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© All Rights Reserved. ApplyBlast.com
Cresset Capital
Cresset is seeking a Wealth Planner/CFP® professional to serve as the primary financial planning point of contact for high-net-worth client families. The role involves creating custom financial plans, presenting complex planning concepts, and collaborating with wealth management peers to deliver an integrated client experience. This position requires extensive planning experience and a commitment to optimizing wealth and life for clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cresset Capital.
Cresset Capital didn’t post a salary, so this is our estimate from similar listings.