Senior Wealth Advisor

Mesirow; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Mesirow is seeking a Senior Wealth Advisor to join our growing Southeast platform. The ideal candidate will cultivate client relationships, develop a practice built on fee-based, discretionary portfolios, and work with a team to deliver comprehensive investment and wealth planning solutions.

Ideal candidates have 5+ years in a HNW RIA setting, strong business development capabilities, and relevant licenses/designations.

Qualifications

• 5+ years experience in high-net-worth (HNW) RIA environments.
• Strong drive for business development with local networking.
• Bachelor’s degree in Finance or related field.
• Series 65 license preferred.
• CFP designation preferred.
• Experience with Black Diamond and eMoney software.
• Excellent organization and time management.
• Strong written and verbal communication.
• Ability to work effectively in a team.

Responsibilities

• Utilize network to build relationships and pipeline of qualified leads.
• Progress leads through the pipeline to onboard as new clients.
• Analyze client financial information to determine strategies.
• Implement investment recommendations suitable for clients.
• Implement financial planning recommendations with client portfolios.
• Monitor market trends and adjust plans as needed.

Skills

Business development

Client relationships

Networking

Communication

Team collaboration

Time management

Education

Bachelor’s degree in Finance or related field

Series 65 license

CFP designation

Tools

Black Diamond

eMoney

Job description

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $13.1B in assets under management as of March 31, 2026, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth management has been Mesirow's flagship business for nearly 90 years, built around our trusted advisors who have an average tenure at the firm of 19 years.

We are 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.

Equal Opportunity Employer.