Sr. Wealth Planning Specialist

Calamos Investments; Naperville (IL); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Discretionary annual bonus

Comprehensive benefits (health, dental

401(k) and profit sharing

Paid time off and parental leave

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Emotional intelligence

Sales skills

Communication skills

Financial planning

Mentoring

Education

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

Job description

About Calamos

Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed‑end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area.

Summary of the Role

The Senior Wealth Planning Specialist is responsible for creating and communicating complex financial and estate plans for high net worth relationships of Calamos Wealth Management. The Senior Wealth Planning Specialist is expected to deliver consistently strong performance and may mentor other Wealth Planning Specialists. The ideal candidate will bring high emotional intelligence and strong sales skills, and will have a strong ability to interface with sales and client service teams in providing planning services. Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families and small- to mid‑size institutions as well as foundations and charitable endowments. It is a growing organization currently seeking highly motivated individuals to be part of a dynamic and collaborative team of professionals dedicated to supporting the goals of its growing clientele.

Primary Responsibilities

• Analyze clients’ complete financial situation (e.g., income, expenses, assets, liabilities, goals and risk tolerance) for high net worth individuals and families.
• Identify, evaluate and recommend financial and wealth planning opportunities across areas such as retirement, investments, tax planning, insurance, education, charitable giving and wealth transfer.
• Develop and deliver comprehensive financial plans, including advanced level wealth planning and estate planning, tailored to each client’s individual needs and financial situation.
• Partner with Wealth Advisors and with sales and client service teams in prospect and client meetings, applying emotional intelligence and sales skills to build trust, communicate recommendations and help win and deepen client relationships.
• Prepare presentations and financial plans on behalf of Wealth Advisors.
• Assist with implementing financial plans, coordinating with internal teams and clients’ outside professionals (e.g., attorneys, accountants and insurance professionals) as needed.
• Consistently deliver accurate, high‑quality planning work that meets firm standards and client expectations.
• May mentor and provide guidance to other Wealth Planning Specialists and planning team members.
• Performs related duties as assigned.

Preferred Qualifications

• Bachelor’s degree in business, finance or other related discipline is required.
• 10-15 years of work experience, including 7 years working with high net worth clients, in the Financial Services industry with a focus on financial planning, including experience with complex financial plans and estate planning is required.
• Two professional designations (e.g., CFP®, ChFC, CPWA), or one designation and an advanced degree related to planning, taxation or law is required.
• Series 65 license is required, CFP®, ChFC and/or CPWA designations strongly preferred.
• Prior experience mentoring or coaching other planners.
• A track record of consistently strong performance.
• High emotional intelligence and demonstrated sales skills.
• Outstanding written and verbal communication skills.
• Experience with financial planning software programs (eMoney, MoneyGuide Pro, etc.).
• PC skills in Microsoft Excel, Word and PowerPoint, and AI skills (e.g., working proficiency with AI tools to support research, analysis and client deliverables).
• Advanced degree related to planning, taxation or law (e.g., MS in financial planning, MST, JD).

Compensation Disclosure

The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $200,000 - $250,000. Additionally, this position is eligible for an annual discretionary bonus.

Benefits

Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long‑term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits.

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.