Senior Wealth Advisor

2 weeks ago

Stuart, FL, United States Mesirow Full time
The Opportunity

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, 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 has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $11B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth management has been Mesirow's flagship business for over 80 years, built around our trusted advisors who have an average tenure at the firm of over 20 years.

Following the recent acquisition of the Price Wealth Management Group, an established RIA based in Stuart, Florida, we are now recruiting for a Senior Wealth Advisor to join our expanding platform. The ideal candidate will be equally adept at working independently or with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. This individual will be oriented to building a practice upon fee-based, discretionary managed portfolios. To learn more about our strategic growth plans for the Southeast region and the recent acquisition, please Click here

Primary Duties:
  • 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 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.
Minimum Qualifications:
  • 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.
  • 5+ years experience working in HNW RIA environment.
  • Strong desire for business development; has local contacts and robust networking capability.
  • Bachelor's degree in Finance or similar.
  • Series 65 license highly preferred.
  • CFP® designation highly preferred.
  • Familiarity with Black Diamond performance reporting and eMoney financial planning software.
  • 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.
  • Ability to work in a team environment.

EOE

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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