Senior Wealth Advisor Mesirow

3 months ago

Chicago, United States NASP Southern California Chapter Full time

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s. At Mesirow, we invest in what matters: our clients, our communities, and our culture.

The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. The Advisor should be oriented in building their business with fee-based, discretionary managed portfolios. We are seeking multiple advisors to join our team covering Chicagoland from our downtown headquarters or suburban offices.

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Responsibilities:

Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads

Work with management and/or team to progress leads through pipeline with the goal to onboard them as new clients

Analyze financial information obtained from clients to determine goals-based strategies for meeting clients’ financial objectives

Implement investment recommendations appropriate for clients

Implement financial planning recommendations with client portfolios

Monitor financial market trends to ensure plans are effective and identify any necessary changes

Requirements:

Minimum of 10 years’ experience working with HNW clientele

Established community presence in HNW network and pipeline

Highly motivated self-starter with a strong work ethic, positive “can-do” attitude, who is energized by the process of identifying prospective clients and closing new business

Strong desire for business development; has HNW contacts and networking capability

Managerial acumen and team building experience

Bachelor’s degree in Finance or similar

Series 7 & Series 66 (or 63/65) licensed

CFP designation desirable

Exceptional organization, research and time management skills; attention to detail.

Strong professional communication skills, both written and verbal

Effective and timely management of project multitasking

Support:

Access to a Client Service Manager (Sales Assistant)

Access to a Wealth Specialist (Financial planning associate)

Firm provides supervision, technology and compliance oversight

Benefits:

Highly competitive compensation package

Medical, dental, life, LTD, etc.

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