The Opportunity:We are seeking a highly motivated Wealth Specialist to work out of our Highland Park office, to provide financial planning and technical support to high net worth clientele.
Responsibilities:- Develop a thorough understanding of Mesirow's wealth strategy and the underlying investments used to construct portfolios
- Help analyze client financial information to determine strategies for meeting financial objectives
- Working closely with advisors, implement comprehensive financial planning solutions (including asset management, estate planning and risk management)
- Prepare cash flow, retirement planning and other financial planning reports that are consistent amongst the Mesirow Wealth Management teams
- Prepare for client meetings and conduct the necessary follow-up to client meetings
- Perform securities transactions upon obtaining appropriate licensing
- Address client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leaders
- Maintain and update appropriate due diligence files on securities
- Assist the Client Relationship Specialist with administrative tasks in order to learn all aspects of the client experience, beginning with onboarding, paperwork, money movement, account maintenance, etc.
- Meet with existing professional network to expand capabilities
- Perform other responsibilities and special projects as assigned
Requirements:- Strong academic background with a bachelor's degree in Finance or similar major
- Demonstrated interest in Wealth Management and financial planning
- Desire for business development; has contacts and networking capability
- Minimum of two years relevant experience preferred
- FINRA Series 7 and 66 (or 63/65) Licensed or able to obtain within six months
- CFP4 certified or successfully complete CFP4 certification within 12 months of start date
- Become fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Wealthscape, eMoney, Morningstar, and additional software tools as needed
- Mid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)
- Exceptional organization, research and time management skills, and attention to detail
- Strong professional communication skills, both written and verbal
- Effective project management skills
- Highly motivated self-starter with a strong work ethic, positive "can-do" attitude who is energized by the process of identifying prospective clients and closing new business
- Ability to work in a team environment
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.
