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Experienced Wealth Management Consultant

2 months ago


Highland Park, Illinois, United States Mesirow Financial Full time
Mesirow Financial is in search of seasoned Wealth Management Consultants to enhance their operations.

Key Responsibilities:

  • Establish and nurture client relationships
  • Create tailored investment and wealth management strategies
  • Emphasize fee-based, managed investment portfolios
  • Leverage professional network to identify potential clients
  • Evaluate financial data and offer strategic recommendations
  • Keep abreast of market developments and adapt strategies as needed
Qualifications:
  • At least 10 years of experience working with high-net-worth individuals
  • Recognized presence within the community
  • Proven skills in business development
  • Possession of Series 7 & Series 66 (or 63/65) licenses
  • Bachelor's degree in Finance or a related field
  • CFP certification is a plus
  • Outstanding organizational and communication abilities
Support Offered:
  • Access to a dedicated Client Service Manager and Wealth Specialist
  • Comprehensive supervision and advanced technology provided by the firm
  • Highly competitive salary and benefits package