Cresset Capital is seeking an Associate Director, Wealth Strategy to join our Atlanta and West Palm Beach offices. You will work as a junior member of the wealth strategy team, supporting senior strategists, reviewing documents, and providing planning insights for high-net-worth families and clients.
You will model advanced planning techniques, run tax projections, and contribute to fiduciary advisory and family-structure administration.
#J-18808-LjbffrWealth Strategy Lead, Estate & Trust Planning in atlanta at Unknown Company
This position is listed as full time and onsite.