Senior Wealth Advisor

Mesirow Financial; Boca Raton (FL); On-site; USD 120,000 - 200,000; Full time

Job summary

Mesirow Financial is seeking a Senior Wealth Advisor in Boca Raton, FL to independently or collaboratively grow client relationships and manage discretionary, fee-based portfolios. You will identify prospective clients, develop tailored investment strategies, and deliver comprehensive wealth solutions while collaborating with the broader advisory team.

The ideal candidate has 5+ years of experience in a high-net-worth RIA setting, a finance degree, and preferable certifications (Series 65, CFP).

Qualifications

• 5+ years experience in a high-net-worth RIA environment.
• Bachelor's degree in Finance or similar required.
• Series 65 and CFP preferred certifications to support client advisory work.
• Strong networking and client development capabilities.

Responsibilities

• Build relationships and pipeline of qualified leads through personal network.
• Progress leads through pipeline to onboard new clients.
• Analyze client financials to determine strategies for goals.
• Implement investment recommendations suitable for clients.
• Execute financial planning recommendations within client portfolios.
• Monitor markets and adjust plans as needed.

Skills

Networking

Self-starter

Communication skills

Team collaboration

Business development

Attention to detail

Education

Bachelor's degree in Finance

Series 65 license preferred

CFP designation preferred

Tools

Black Diamond reporting

eMoney financial planning

Job description

The Opportunity

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. 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.

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.

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.