Senior Wealth Advisor for High‑Net‑Worth Clients

Ultipro; Highland Park (IL); On-site; USD 75,000 - 95,000; Full time

Job summary

Mesirow is seeking a Wealth Specialist in Highland Park, IL to deliver financial planning and technical support to high net worth clients. You will analyze financial data, collaborate with advisors, and implement comprehensive solutions including asset management and estate planning.

Qualifications include a Finance degree, FINRA licensing or plan to obtain, CFP in progress, and proficiency with tools like Black Diamond, Salesforce, and Wealthscape.

Qualifications

• Bachelor’s degree in Finance or related field required.
• Interest in Wealth Management and financial planning.
• FINRA Series 7 and 66 (or 63/65) licensed or able to obtain within six months.
• CFP certification pursued with completion within 12 months.

Responsibilities

• Understand wealth strategy and underlying investments in portfolios.
• Analyze client financial information to meet objectives.
• Work with advisors to implement planning solutions including estate and risk management.
• Prepare cash flow and retirement planning reports for Wealth Management teams.
• Assist with onboarding, money movement, and account maintenance.
• Support business development and expand client networks.
• Maintain due diligence on securities and client files.

Skills

Networking

Time management

Attention to detail

Communication skills

Teamwork

Education

Bachelor’s degree in Finance

CFP certification within 12 months

Tools

Black Diamond

Salesforce

Microsoft Excel

Wealthscape

eMoney

Morningstar

Job description

Mesirow is seeking a Wealth Specialist in Highland Park, IL to deliver financial planning and technical support to high net worth clients. You will analyze financial data, collaborate with advisors, and implement comprehensive solutions including asset management and estate planning.

Qualifications include a Finance degree, FINRA licensing or plan to obtain, CFP in progress, and proficiency with tools like Black Diamond, Salesforce, and Wealthscape.