Senior Wealth Advisor - Build Your Practice & Impact

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

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).