Senior Wealth Planner for High-Net-Worth Clients

Calamos Investments; Naperville (IL); Vor Ort; USD 200.000 - 250.000; Vollzeit

Benefits dieser Stelle

Discretionary annual bonus

Comprehensive benefits (health, dental

401(k) and profit sharing

Paid time off and parental leave

Zusammenfassung

Calamos Investments in the U.S. is seeking a Senior Wealth Planning Specialist to craft and communicate complex financial and estate plans for high‑net‑worth clients.

The role involves collaborating with Wealth Advisors and client teams to present plans, coordinate with attorneys and accountants, and mentor junior planners. A strong track record, advanced planning credentials, and sales acumen are essential.

Qualifikationen

• Bachelor’s degree in business, finance or related discipline required.
• 10–15 years in financial services, with high net worth planning experience.
• Two designations (CFP/ChFC/CPWA) or an advanced degree required.
• Series 65 license required; other designations preferred.
• Mentoring experience and a proven performance track record.
• Strong emotional intelligence and sales abilities.
• Excellent written and verbal communication skills.
• Familiarity with financial planning software (eMoney, MoneyGuide Pro).
• Proficiency in Excel, Word and PowerPoint; AI tool familiarity welcomed.
• Advanced degree in planning, taxation or law is a plus.

Aufgaben

• Analyze clients’ financial situations for high net worth individuals and families.
• Identify opportunities across retirement, investments, tax, estate planning, and wealth transfer.
• Develop and deliver comprehensive financial plans tailored to client needs.
• Partner with Wealth Advisors and client service teams to present recommendations.
• Prepare presentations and assist with plan implementation with internal and external professionals.
• Deliver high‑quality planning work meeting firm standards.
• Mentor other Wealth Planning Specialists as needed.

Kenntnisse

Emotional intelligence

Sales skills

Communication skills

Financial planning

Mentoring

Ausbildung

Bachelor’s degree in business, finance or related discipline

CFP®, ChFC, CPWA designation or advanced degree

Series 65 license

Tools

eMoney

MoneyGuide Pro

Microsoft Excel

PowerPoint

Jobbeschreibung

Calamos Investments in the U.S. is seeking a Senior Wealth Planning Specialist to craft and communicate complex financial and estate plans for high‑net‑worth clients.

The role involves collaborating with Wealth Advisors and client teams to present plans, coordinate with attorneys and accountants, and mentor junior planners. A strong track record, advanced planning credentials, and sales acumen are essential.