Senior Wealth Planner for High-Net-Worth Clients

Ultipro; Wisconsin; On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Performance-based bonus

Benefit program

Job summary

Mesirow is seeking a highly motivated Wealth Specialist to join our Highland Park, IL office, delivering financial planning and technical support to high net worth clients. This role emphasizes building relationships, analyzing client data, and developing comprehensive wealth strategies.

Requirements include a Finance bachelor’s, interest in wealth management, Series 7/66 (or 63/65) and CFP certification within 12 months.

Qualifications

• Bachelor’s degree in Finance or similar required.
• Interest in Wealth Management and financial planning.
• Desire for business development with networking capability.
• Minimum two years relevant experience preferred.
• FINRA Series 7 & 66 license or ability to obtain within six months.
• CFP certification required within 12 months of start date.
• Proficiency with Black Diamond, Salesforce, Wealthscape, eMoney, Morningstar, and Excel.
• Strong organizational and communication skills.
• Self-motivated, team-oriented, and client-focused.

Responsibilities

• Develop an understanding of Mesirow’s wealth strategy and investments used to construct portfolios.
• Analyze client financial information to determine strategies for meeting objectives.
• Work with advisors to implement comprehensive financial planning solutions.
• Prepare cash flow, retirement planning, and other planning reports.
• Prepare for client meetings and conduct follow-up.
• Perform securities transactions upon licensing.
• Handle client inquiries via phone and email; escalate as needed.
• Maintain due diligence files on securities.
• Assist Client Relationship Specialist with onboarding and account maintenance.
• Meet with professional network to expand capabilities.
• Take on special projects as assigned.

Skills

Wealth management

Financial planning

Networking

Communication

Time management

Team player

Education

Bachelor’s degree in Finance

FINRA Series 7 & 66

CFP certification

Tools

Black Diamond

Salesforce

Wealthscape

eMoney

Morningstar

Microsoft Excel

Job description

Mesirow is seeking a highly motivated Wealth Specialist to join our Highland Park, IL office, delivering financial planning and technical support to high net worth clients. This role emphasizes building relationships, analyzing client data, and developing comprehensive wealth strategies.

Requirements include a Finance bachelor’s, interest in wealth management, Series 7/66 (or 63/65) and CFP certification within 12 months.